UHY Advisors
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UHY Advisors Employees
Employee
Years
Job
Industry
Tim Filips, CPA Tim Filips, CPA's UHY Advisors Experience July 2012 - October 2012
Job Bridging the Gap Between Accounting and Technology
Industry Computer Software
Experience
Global Shop Solutions January 2013 - Present
UHY Advisors July 2012 - October 2012
Resources Global Professionals March 2012 - July 2012
Byrne Medical - Minntech February 2011 - February 2012
Tim Filips Inc. January 2010 - February 2011
CDM Resource Management, LLC September 2005 - April 2009
Tim Filips Inc. October 2004 - September 2005
Champion Systems, Inc August 1998 - September 2004
Consolidated Graphics, Inc January 1998 - August 1998
Randalls Food Markets, Inc February 1997 - December 1997
Skills
Manufacturing, Forecasting, Integration, Financial Analysis, Software Documentation, Business Process..., Liaison, ERP Software..., Crystal Reports, Financial Report Writing, Supply Chain Consulting, Financial Statements, ERP, Process Improvement, Business Analysis, Finance, Team Building, Business Process, Project Planning, Budgets, Financial Reporting, Accounting, Microsoft Excel, Consulting, Access, Project Management, Leadership, Training, Change Management, Auditing, Strategy, Databases, Business Development, Business Strategy, Analysis, Start-ups, Troubleshooting, Microsoft SQL Server, Business Intelligence, General Ledger
Education
Texas A&M University 1990 — 1991
BBA, Accounting
Texas A&M University 1990 — 1991
Bachelor of Business Administration (BBA), Accounting, 3.0
Texas A&M University 1984 — 1989
B.B.A, Marketing, 3.0
Global Shop Solutions January 2013 - Present
UHY Advisors July 2012 - October 2012
Resources Global Professionals March 2012 - July 2012
Byrne Medical - Minntech February 2011 - February 2012
Tim Filips Inc. January 2010 - February 2011
CDM Resource Management, LLC September 2005 - April 2009
Tim Filips Inc. October 2004 - September 2005
Champion Systems, Inc August 1998 - September 2004
Consolidated Graphics, Inc January 1998 - August 1998
Randalls Food Markets, Inc February 1997 - December 1997
Skills
Manufacturing, Forecasting, Integration, Financial Analysis, Software Documentation, Business Process..., Liaison, ERP Software..., Crystal Reports, Financial Report Writing, Supply Chain Consulting, Financial Statements, ERP, Process Improvement, Business Analysis, Finance, Team Building, Business Process, Project Planning, Budgets, Financial Reporting, Accounting, Microsoft Excel, Consulting, Access, Project Management, Leadership, Training, Change Management, Auditing, Strategy, Databases, Business Development, Business Strategy, Analysis, Start-ups, Troubleshooting, Microsoft SQL Server, Business Intelligence, General Ledger
Education
Texas A&M University 1990 — 1991
BBA, Accounting
Texas A&M University 1990 — 1991
Bachelor of Business Administration (BBA), Accounting, 3.0
Texas A&M University 1984 — 1989
B.B.A, Marketing, 3.0
Scott Woodward Scott Woodward's UHY Advisors Experience September 2008 - March 2013
Job Financial Executive
Industry Accounting
Experience
Unity Resources, LLC September 2014 - January 2015
Whitley Penn March 2013 - May 2014
UHY Advisors September 2008 - March 2013
Journey to Dream Foundation August 2008 - January 2011
Grant Thornton 2004 - 2008
Skorburg Company 2004 - 2004
KPMG 2002 - 2004
Arthur Andersen 1996 - 2002
Skills
Mergers & Acquisitions, Due Diligence, Auditing, Finance, CPA, Real Estate, SEC filings, Assurance, Internal Controls, GAAP, Financial Reporting, Sarbanes-Oxley Act, Accounting, Tax, Financial Analysis, Valuation, US GAAP, Strategic Planning, SEC Filings, Private Equity, Mergers, Management Consulting, Management, Financial Modeling, Financial Accounting, Corporate Tax, Cash Flow, Business Valuation, Acquisition Integration
Education
Texas A&M University - Mays Business School
MS
Texas A&M University
Bachelor of Science (BS)
Allen High School
Unity Resources, LLC September 2014 - January 2015
Whitley Penn March 2013 - May 2014
UHY Advisors September 2008 - March 2013
Journey to Dream Foundation August 2008 - January 2011
Grant Thornton 2004 - 2008
Skorburg Company 2004 - 2004
KPMG 2002 - 2004
Arthur Andersen 1996 - 2002
Skills
Mergers & Acquisitions, Due Diligence, Auditing, Finance, CPA, Real Estate, SEC filings, Assurance, Internal Controls, GAAP, Financial Reporting, Sarbanes-Oxley Act, Accounting, Tax, Financial Analysis, Valuation, US GAAP, Strategic Planning, SEC Filings, Private Equity, Mergers, Management Consulting, Management, Financial Modeling, Financial Accounting, Corporate Tax, Cash Flow, Business Valuation, Acquisition Integration
Education
Texas A&M University - Mays Business School
MS
Texas A&M University
Bachelor of Science (BS)
Allen High School
Sam Golembieski Sam Golembieski's UHY Advisors Experience August 2012 - March 2013
Job Math Fellow with the Blueprint Schools Network at Vashon High School
Industry Primary/Secondary Education
Experience
Blueprint Schools Network January 2014 - Present
Education Exchange Corps April 2013 - Present
UHY Advisors August 2012 - March 2013
Grant Thornton LLP October 2010 - March 2012
Veyna & Forschino CPA's January 2008 - June 2010
Skills
Microsoft Office, Golf, Written Skills, Accounting, GAAP, SEC filings, Financial Reporting, Financial Accounting, Auditing, US GAAP, External Audit, Internal Controls, QuickBooks, IFRS, Financial Analysis, Assurance, Finance, Data Analysis, Strategic Planning, Teaching, Microsoft Excel
Education
Santa Clara University 2006 — 2010
Class of 2010, Bachelors of Science, Commerce-Accounting; Finance
Blueprint Schools Network January 2014 - Present
Education Exchange Corps April 2013 - Present
UHY Advisors August 2012 - March 2013
Grant Thornton LLP October 2010 - March 2012
Veyna & Forschino CPA's January 2008 - June 2010
Skills
Microsoft Office, Golf, Written Skills, Accounting, GAAP, SEC filings, Financial Reporting, Financial Accounting, Auditing, US GAAP, External Audit, Internal Controls, QuickBooks, IFRS, Financial Analysis, Assurance, Finance, Data Analysis, Strategic Planning, Teaching, Microsoft Excel
Education
Santa Clara University 2006 — 2010
Class of 2010, Bachelors of Science, Commerce-Accounting; Finance
Ezzie Sparkman Ezzie Sparkman's UHY Advisors Experience February 2012 - May 2012
Job Tax Analyst for Repsol
Industry Accounting
Experience
Repsol August 2014 - Present
UHY LLP June 2014 - Present
UHY July 2013 - June 2014
UHY Advisors February 2012 - May 2012
Skills
ProSystem fx Tax, Tax Research, QuickBooks, Partnership Taxation, Microsoft Excel, Corporate Tax, Tax Preparation, Accounting, Tax, US GAAP
Education
Texas A&M University 2012 — 2013
Master's degree, Accounting, 4.0
Texas A&M University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 4.0
Repsol August 2014 - Present
UHY LLP June 2014 - Present
UHY July 2013 - June 2014
UHY Advisors February 2012 - May 2012
Skills
ProSystem fx Tax, Tax Research, QuickBooks, Partnership Taxation, Microsoft Excel, Corporate Tax, Tax Preparation, Accounting, Tax, US GAAP
Education
Texas A&M University 2012 — 2013
Master's degree, Accounting, 4.0
Texas A&M University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 4.0
Ashley Freeman's UHY Advisors Experience January 2014 - December 2014
Job Tax Senior at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors January 2014 - December 2014
UHY Advisors July 2011 - January 2014
UHY Advisors 2011 - 2011
Texas A&M University August 2006 - May 2010
Skills
Accounting, Tax, CPA, QuickBooks, Tax Accounting, Tax Preparation, Payroll, PowerPoint, Microsoft Word, Tax Returns, Microsoft Excel, Income Tax, Auditing, Tax Research, Financial Reporting, Financial Accounting, Partnership Taxation, High Net Worth..., Gift Tax, ProSystem fx Tax, Tax - Sports &...
Education
Texas A&M University - Mays Business School 2006 — 2011
Bachelor of Business Administration, Accounting
Texas A&M University - Mays Business School 2006 — 2011
Master of Science, Accounting
Texas A&M University - Mays Business School 2006 — 2011
BDO USA, LLP December 2014 - Present
UHY Advisors January 2014 - December 2014
UHY Advisors July 2011 - January 2014
UHY Advisors 2011 - 2011
Texas A&M University August 2006 - May 2010
Skills
Accounting, Tax, CPA, QuickBooks, Tax Accounting, Tax Preparation, Payroll, PowerPoint, Microsoft Word, Tax Returns, Microsoft Excel, Income Tax, Auditing, Tax Research, Financial Reporting, Financial Accounting, Partnership Taxation, High Net Worth..., Gift Tax, ProSystem fx Tax, Tax - Sports &...
Education
Texas A&M University - Mays Business School 2006 — 2011
Bachelor of Business Administration, Accounting
Texas A&M University - Mays Business School 2006 — 2011
Master of Science, Accounting
Texas A&M University - Mays Business School 2006 — 2011
Michelle Belanger Michelle Belanger's UHY Advisors Experience 2000 - 2004
Job CPA at Nommensen & Williams, P.C.
Industry Accounting
Experience
Nommensen & Williams, P.C. January 2012 - Present
Bentley, Bratcher, & Associates, PC July 2011 - January 2012
Fitts, Roberts & Co., P.C. 2006 - July 2011
Fayez Sarofim & Co. 2004 - 2006
UHY Advisors 2000 - 2004
Briggs & Veselka Co. 1995 - 2000
Coopers & Lybrand 1994 - 1995
KPMG Peat Marwick 1993 - 1994
Skills
GAAP, Tax, QuickBooks, Reviews, Projects, Corporate Tax, CPA, Tax Accounting, Financial Statements, Financial Reporting, Accounting, General Ledger, US GAAP, Auditing, Tax Preparation, Income Tax
Education
Texas A&M University 1988 — 1993
BBA, Accounting
Nommensen & Williams, P.C. January 2012 - Present
Bentley, Bratcher, & Associates, PC July 2011 - January 2012
Fitts, Roberts & Co., P.C. 2006 - July 2011
Fayez Sarofim & Co. 2004 - 2006
UHY Advisors 2000 - 2004
Briggs & Veselka Co. 1995 - 2000
Coopers & Lybrand 1994 - 1995
KPMG Peat Marwick 1993 - 1994
Skills
GAAP, Tax, QuickBooks, Reviews, Projects, Corporate Tax, CPA, Tax Accounting, Financial Statements, Financial Reporting, Accounting, General Ledger, US GAAP, Auditing, Tax Preparation, Income Tax
Education
Texas A&M University 1988 — 1993
BBA, Accounting
Austin Word Austin Word's UHY Advisors Experience May 2005 - September 2010
Job Experienced Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP September 2015 - Present
Grant Thornton LLP November 2013 - September 2015
Grant Thornton LLP November 2012 - October 2013
Hein & Associates October 2010 - November 2012
UHY Advisors May 2005 - September 2010
Halliburton January 2004 - December 2004
HJMRR, LLP November 2000 - December 2003
RSM McGladry (McGladry & Pullen) September 1999 - October 2000
PriceWaterhouseCoopers January 1999 - May 1999
Skills
Tax, Tax Research, Tax Returns, Accounting, Tax Compliance, Corporate Tax, Excel, Income Tax, Compliance, Manufacturing, Real Estate, Word, Quickbooks, PowerPoint, Tax Accounting, GAAP, Microsoft Office, Mergers, International Tax, Financial Reporting, Access, Research, Private Equity, Business Planning, Microsoft Word, Microsoft Excel, Tax Preparation, S Corporations, Mergers & Acquisitions, QuickBooks, Partnership Taxation, CPA, Sarbanes-Oxley Act, SEC filings
Education
Southern Methodist University 1994 — 2008
BBA, Accounting and Economics
University of Denver 1998 — 1999
MT, Taxation
Stephen F. Austin State University
Grant Thornton LLP September 2015 - Present
Grant Thornton LLP November 2013 - September 2015
Grant Thornton LLP November 2012 - October 2013
Hein & Associates October 2010 - November 2012
UHY Advisors May 2005 - September 2010
Halliburton January 2004 - December 2004
HJMRR, LLP November 2000 - December 2003
RSM McGladry (McGladry & Pullen) September 1999 - October 2000
PriceWaterhouseCoopers January 1999 - May 1999
Skills
Tax, Tax Research, Tax Returns, Accounting, Tax Compliance, Corporate Tax, Excel, Income Tax, Compliance, Manufacturing, Real Estate, Word, Quickbooks, PowerPoint, Tax Accounting, GAAP, Microsoft Office, Mergers, International Tax, Financial Reporting, Access, Research, Private Equity, Business Planning, Microsoft Word, Microsoft Excel, Tax Preparation, S Corporations, Mergers & Acquisitions, QuickBooks, Partnership Taxation, CPA, Sarbanes-Oxley Act, SEC filings
Education
Southern Methodist University 1994 — 2008
BBA, Accounting and Economics
University of Denver 1998 — 1999
MT, Taxation
Stephen F. Austin State University
Bucky High Bucky High's UHY Advisors Experience July 2003 - January 2011
Job Senior Manager at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP October 2014 - Present
Ernst & Young January 2011 - September 2014
UHY Advisors July 2003 - January 2011
Skills
Internal Controls, Auditing, SEC filings, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Accounting, GAAP, CPA, Enterprise Risk..., External Audit, US GAAP, Financial Accounting, Sarbanes-Oxley, Assurance, SEC Filings
Education
Texas A&M University - Mays Business School 1999 — 2003
BBA and MS, Accounting and Finance, respectively
Orangefield High School
Orangefield High School
Orangefield High School
Crowe Horwath LLP October 2014 - Present
Ernst & Young January 2011 - September 2014
UHY Advisors July 2003 - January 2011
Skills
Internal Controls, Auditing, SEC filings, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Accounting, GAAP, CPA, Enterprise Risk..., External Audit, US GAAP, Financial Accounting, Sarbanes-Oxley, Assurance, SEC Filings
Education
Texas A&M University - Mays Business School 1999 — 2003
BBA and MS, Accounting and Finance, respectively
Orangefield High School
Orangefield High School
Orangefield High School
Kristin Slechticky Kristin Slechticky's UHY Advisors Experience January 2009 - April 2009
Job Federal Tax Services Senior Associate at PwC
Industry Accounting
Experience
PwC January 2014 - Present
PwC July 2013 - Present
PricewaterhouseCoopers January 2011 - July 2013
Southern Illinois University January 2010 - March 2011
Southern Illinois University August 2006 - December 2009
UHY Advisors January 2009 - April 2009
Emling And Hoffman May 2006 - May 2008
Skills
Tax, Accounting, Microsoft Access, Microsoft Excel, Microsoft SQL Server, Affable, Dependable, Capable, Time and Project..., Organization, Accounts Receivable, Time Management
Education
Southern Illinois University, Carbondale 2010 — 2010
Masters, Accounting - Taxation
Southern Illinois University, Carbondale 2006 — 2009
Bachelors of Science, Accountancy
PwC January 2014 - Present
PwC July 2013 - Present
PricewaterhouseCoopers January 2011 - July 2013
Southern Illinois University January 2010 - March 2011
Southern Illinois University August 2006 - December 2009
UHY Advisors January 2009 - April 2009
Emling And Hoffman May 2006 - May 2008
Skills
Tax, Accounting, Microsoft Access, Microsoft Excel, Microsoft SQL Server, Affable, Dependable, Capable, Time and Project..., Organization, Accounts Receivable, Time Management
Education
Southern Illinois University, Carbondale 2010 — 2010
Masters, Accounting - Taxation
Southern Illinois University, Carbondale 2006 — 2009
Bachelors of Science, Accountancy
Will Hickl's UHY Advisors Experience July 2012 - September 2012
Job Senior Associate at EY
Industry Information Technology and Services
Experience
EY August 2015 - Present
PwC August 2014 - August 2015
Avalara (formerly FuelQuest) October 2012 - July 2014
UHY Advisors July 2012 - September 2012
Diocese of Houma-Thibodaux June 2012 - June 2012
Invesco 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SQL, Photoshop, Windows, Social Media, Access, Visual Basic, Digital Media, Logic Pro, Motion Graphics, Music Production, Keyboardist, Leadership, Public Speaking, Business Analysis, Databases
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Management Information Systems
EY August 2015 - Present
PwC August 2014 - August 2015
Avalara (formerly FuelQuest) October 2012 - July 2014
UHY Advisors July 2012 - September 2012
Diocese of Houma-Thibodaux June 2012 - June 2012
Invesco 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SQL, Photoshop, Windows, Social Media, Access, Visual Basic, Digital Media, Logic Pro, Motion Graphics, Music Production, Keyboardist, Leadership, Public Speaking, Business Analysis, Databases
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Management Information Systems
Hira Shafqat Hira Shafqat's UHY Advisors Experience 2006 - 2008
Job Manager at MorganFranklin Consulting
Industry Accounting
Experience
MorganFranklin Consulting January 2014 - Present
MorganFranklin Corporation November 2012 - Present
CliftonLarsonAllen January 2012 - November 2012
Peace Corps 2008 - 2012
Clifton Gunderson LLP July 2008 - December 2011
Clifton Gunderson LLP April 2008 - June 2008
UHY Advisors 2006 - 2008
UHY Advisors, Inc. (also doing business as Urbach Kahn & Werlin) 2006 - 2008
Skills
GAAP, US GAAP, Internal Controls, Accounting, Auditing, CPA, Financial Statements, Sarbanes-Oxley Act, Financial Reporting, Financial Audits, Financial Accounting, External Audit, Internal Audit, SEC filings, General Ledger, Assurance
Education
State University of New York College at Plattsburgh 2002 — 2005
Accounting and Business/Management
State University of New York College at Plattsburgh 2002 — 2005
Accounting and Business/Management
MorganFranklin Consulting January 2014 - Present
MorganFranklin Corporation November 2012 - Present
CliftonLarsonAllen January 2012 - November 2012
Peace Corps 2008 - 2012
Clifton Gunderson LLP July 2008 - December 2011
Clifton Gunderson LLP April 2008 - June 2008
UHY Advisors 2006 - 2008
UHY Advisors, Inc. (also doing business as Urbach Kahn & Werlin) 2006 - 2008
Skills
GAAP, US GAAP, Internal Controls, Accounting, Auditing, CPA, Financial Statements, Sarbanes-Oxley Act, Financial Reporting, Financial Audits, Financial Accounting, External Audit, Internal Audit, SEC filings, General Ledger, Assurance
Education
State University of New York College at Plattsburgh 2002 — 2005
Accounting and Business/Management
State University of New York College at Plattsburgh 2002 — 2005
Accounting and Business/Management
Susan Petticrew Susan Petticrew's UHY Advisors Experience October 1997 - November 2014
Job Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors October 1997 - November 2014
Andrews Kurth LLP 1985 - 1997
Skills
Litigation Support, Fraud, Business Valuation, Forensic Accounting, Certified Fraud Examiner, Litigation Consulting, Due Diligence, Forensic Analysis
Education
Texas State University 1976 — 1978
B.S., Criminal Justice
BDO USA, LLP December 2014 - Present
UHY Advisors October 1997 - November 2014
Andrews Kurth LLP 1985 - 1997
Skills
Litigation Support, Fraud, Business Valuation, Forensic Accounting, Certified Fraud Examiner, Litigation Consulting, Due Diligence, Forensic Analysis
Education
Texas State University 1976 — 1978
B.S., Criminal Justice
Katherine Lacey's UHY Advisors Experience
Job Tax Senior Manager at BDO USA, LLP
Industry Accounting
Experience
UHY Advisors
Skills
CPA, Accounting, Tax Preparation, Tax Accounting, US GAAP, Sarbanes-Oxley Act, SEC filings, Corporate Tax, Partnership Taxation, Financial Reporting, ProSystem fx Tax, Tax Research, Internal Controls, GAAP, US Tax, Income Tax, Tax Returns, Tax, International Tax
Education
Texas A&M University 1999 — 2003
BBA, MS, Accounting
St. John's School
UHY Advisors
Skills
CPA, Accounting, Tax Preparation, Tax Accounting, US GAAP, Sarbanes-Oxley Act, SEC filings, Corporate Tax, Partnership Taxation, Financial Reporting, ProSystem fx Tax, Tax Research, Internal Controls, GAAP, US Tax, Income Tax, Tax Returns, Tax, International Tax
Education
Texas A&M University 1999 — 2003
BBA, MS, Accounting
St. John's School
John Wolfgang John Wolfgang's UHY Advisors Experience October 1968 - December 2014
Job Board Member at UHY International
Industry Accounting
Experience
Source Financial, Inc. July 2013 - Present
UHY Advisors October 1968 - December 2014
UHY International October 1986 - October 2014
UHY International November 2007 - October 2012
Skills
Tax, Accounting, Auditing, Internal Controls, Financial Reporting, CPA, Financial Accounting, Corporate Finance, GAAP, Tax Returns, Due Diligence, SEC filings, US GAAP, Income Tax, Financial Analysis, External Audit, Corporate Tax, Finance, Management, Sarbanes-Oxley Act, Management Consulting, Assurance, Business Planning, Mergers & Acquisitions, Internal Audit
Education
Siena College 1965 — 1969
BBA, Accounting
Source Financial, Inc. July 2013 - Present
UHY Advisors October 1968 - December 2014
UHY International October 1986 - October 2014
UHY International November 2007 - October 2012
Skills
Tax, Accounting, Auditing, Internal Controls, Financial Reporting, CPA, Financial Accounting, Corporate Finance, GAAP, Tax Returns, Due Diligence, SEC filings, US GAAP, Income Tax, Financial Analysis, External Audit, Corporate Tax, Finance, Management, Sarbanes-Oxley Act, Management Consulting, Assurance, Business Planning, Mergers & Acquisitions, Internal Audit
Education
Siena College 1965 — 1969
BBA, Accounting
Meredith Montgomery Alfred Meredith Montgomery Alfred's UHY Advisors Experience November 2010 - November 2014
Job Manager at Hill Schwartz Spilker Keller LLC
Industry Management Consulting
Experience
Hill Schwartz Spilker Keller LLC November 2014 - Present
UHY Advisors November 2010 - November 2014
Protiviti January 2009 - November 2010
CRA International January 2008 - December 2008
Skills
Dispute Resolution, Forensic Accounting, Litigation, Dispute, Valuation, Due Diligence, Litigation Support, Business Valuation
Education
Texas A&M University - Mays Business School 2001 — 2007
BA, Finance
Hill Schwartz Spilker Keller LLC November 2014 - Present
UHY Advisors November 2010 - November 2014
Protiviti January 2009 - November 2010
CRA International January 2008 - December 2008
Skills
Dispute Resolution, Forensic Accounting, Litigation, Dispute, Valuation, Due Diligence, Litigation Support, Business Valuation
Education
Texas A&M University - Mays Business School 2001 — 2007
BA, Finance
Paul Matrose Paul Matrose's UHY Advisors Experience March 2001 - May 2003
Job At NYS OSC
Industry Government Administration
Experience
NYS Office of the State Comptroller January 2014 - Present
New York Council of Nonprofits, Inc. September 2011 - Present
Health Research, Inc. July 2003 - August 2011
UHY Advisors March 2001 - May 2003
Urbach, Kahn, & Werlin, LLP January 2000 - January 2003
Arthur Anderson, LLP January 1999 - January 2000
Skills
Accounting, Auditing, GAAP, Internal Audit, Internal Controls, Management, Nonprofits
Education
Siena College 1995 — 1999
Accounting
Siena College
Bachelors Degree, Accounting
NYS Office of the State Comptroller January 2014 - Present
New York Council of Nonprofits, Inc. September 2011 - Present
Health Research, Inc. July 2003 - August 2011
UHY Advisors March 2001 - May 2003
Urbach, Kahn, & Werlin, LLP January 2000 - January 2003
Arthur Anderson, LLP January 1999 - January 2000
Skills
Accounting, Auditing, GAAP, Internal Audit, Internal Controls, Management, Nonprofits
Education
Siena College 1995 — 1999
Accounting
Siena College
Bachelors Degree, Accounting
David Fenelon David Fenelon's UHY Advisors Experience June 2001 - March 2005
Job Regional Retirement Consultant at Gallagher Retirement Services
Industry Financial Services
Experience
NFP Securities, Inc. May 2012 - Present
Gallagher Retirement Services January 2012 - Present
Capital Bauer Financial Services 2005 - January 2012
UHY Advisors June 2001 - March 2005
CAP COM Financial Services 1989 - 2001
Skills
Retirement Planning, Retirement, Securities
Education
Siena College 1981 — 1983
BS, Finance
NFP Securities, Inc. May 2012 - Present
Gallagher Retirement Services January 2012 - Present
Capital Bauer Financial Services 2005 - January 2012
UHY Advisors June 2001 - March 2005
CAP COM Financial Services 1989 - 2001
Skills
Retirement Planning, Retirement, Securities
Education
Siena College 1981 — 1983
BS, Finance
Trivani Ramcharran's UHY Advisors Experience August 2015 - Present
Job Senior Tax Staff at UHY Advisors
Industry Accounting
Experience
UHY Advisors August 2015 - Present
Nussbaum Yates Berg Klein & Wolpow, LLP February 2013 - July 2015
CBIZ MHM, LLC January 2011 - September 2012
CBIZ MHM, LLC June 2008 - October 2010
Skills
CCH ProSystem fx, Tax, Tax Preparation, ProSystem fx Tax, High Net Worth..., Microsoft Office, Partnership Taxation, Tax Research, Corporate Tax, Tax Accounting, CPA, SEC filings, Tax Returns
Education
St. John's University, The Peter J. Tobin College of Business 2009 — 2010
Masters of Science, Taxation
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
Bachelor of Science, Accounting
UHY Advisors August 2015 - Present
Nussbaum Yates Berg Klein & Wolpow, LLP February 2013 - July 2015
CBIZ MHM, LLC January 2011 - September 2012
CBIZ MHM, LLC June 2008 - October 2010
Skills
CCH ProSystem fx, Tax, Tax Preparation, ProSystem fx Tax, High Net Worth..., Microsoft Office, Partnership Taxation, Tax Research, Corporate Tax, Tax Accounting, CPA, SEC filings, Tax Returns
Education
St. John's University, The Peter J. Tobin College of Business 2009 — 2010
Masters of Science, Taxation
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
Bachelor of Science, Accounting
Angela Strong, CPA's UHY Advisors Experience June 2005 - January 2008
Job Owner A Strong CPA, LLC
Industry Accounting
Experience
A Strong CPA, LLC 2008 - Present
UHY Advisors June 2005 - January 2008
PricewaterhouseCoopers June 2003 - June 2005
Skills
Accounting System, CPA, Small Business, Tax Preparation, Tax Research, GAAP, US GAAP, Income Tax, Cost Accounting, Tax Advisory, Tax, General Ledger, Management, Financial Statements
Education
Texas A&M University - Mays Business School 1997 — 2003
B.S., M.S., Accounting
A Strong CPA, LLC 2008 - Present
UHY Advisors June 2005 - January 2008
PricewaterhouseCoopers June 2003 - June 2005
Skills
Accounting System, CPA, Small Business, Tax Preparation, Tax Research, GAAP, US GAAP, Income Tax, Cost Accounting, Tax Advisory, Tax, General Ledger, Management, Financial Statements
Education
Texas A&M University - Mays Business School 1997 — 2003
B.S., M.S., Accounting
Kevin Schoppe's UHY Advisors Experience February 2012 - April 2012
Job Staff Accountant at HMT Inc.
Industry Accounting
Experience
HMT Inc. July 2014 - August 2014
University of Houston January 2014 - June 2014
HMT Inc. August 2012 - January 2014
UHY Advisors February 2012 - April 2012
The Walt Disney Company January 2007 - May 2011
Skills
Accounting, Tax Preparation, Financial Accounting, General Ledger, Tax, Payroll, Microsoft Excel, Income Tax, PowerPoint, Accounts Payable, Customer Service, Account Reconciliation, Accounts Receivable, GAAP
Education
Sam Houston State University 2009 — 2011
BBA, Accounting
San Jacinto College 2003 — 2005
HMT Inc. July 2014 - August 2014
University of Houston January 2014 - June 2014
HMT Inc. August 2012 - January 2014
UHY Advisors February 2012 - April 2012
The Walt Disney Company January 2007 - May 2011
Skills
Accounting, Tax Preparation, Financial Accounting, General Ledger, Tax, Payroll, Microsoft Excel, Income Tax, PowerPoint, Accounts Payable, Customer Service, Account Reconciliation, Accounts Receivable, GAAP
Education
Sam Houston State University 2009 — 2011
BBA, Accounting
San Jacinto College 2003 — 2005
Bryant Kelley, CPA Bryant Kelley, CPA's UHY Advisors Experience 1998 - 2005
Job President
Industry Telecommunications
Experience
Knight Communications, LLC March 2015 - Present
Inwell, LLC November 2013 - January 2015
Sirius Solutions January 2013 - November 2013
Kelley & Starling, LLC October 2009 - December 2012
Expro August 2005 - September 2009
UHY Advisors 1998 - 2005
Champion Communication Services 1994 - 1998
Olympic Natural Gas 1992 - 1994
Coopers & Lybrand 1986 - 1992
Skills
Controllership Functions, QuickBooks ProAdvisor, Part-Time CFO Services, M&A experience, Financial Reporting, General Ledger..., Financial Accounting, Financial Analysis, Internal Controls, Mergers & Acquisitions, QuickBooks, Financial Audits, GAAP, US GAAP, Tax Accounting, Management, Analysis, Finance, Accounting, Tax, Auditing, Account Reconciliation
Education
Texas A&M University 1983 — 1985
BBA
Texas A&M University 1983 — 1985
Bachelor's degree
Knight Communications, LLC March 2015 - Present
Inwell, LLC November 2013 - January 2015
Sirius Solutions January 2013 - November 2013
Kelley & Starling, LLC October 2009 - December 2012
Expro August 2005 - September 2009
UHY Advisors 1998 - 2005
Champion Communication Services 1994 - 1998
Olympic Natural Gas 1992 - 1994
Coopers & Lybrand 1986 - 1992
Skills
Controllership Functions, QuickBooks ProAdvisor, Part-Time CFO Services, M&A experience, Financial Reporting, General Ledger..., Financial Accounting, Financial Analysis, Internal Controls, Mergers & Acquisitions, QuickBooks, Financial Audits, GAAP, US GAAP, Tax Accounting, Management, Analysis, Finance, Accounting, Tax, Auditing, Account Reconciliation
Education
Texas A&M University 1983 — 1985
BBA
Texas A&M University 1983 — 1985
Bachelor's degree
Eric Self Eric Self's UHY Advisors Experience July 1997 - November 2014
Job BDO Partner OMP of Tax for Houston
Industry Accounting
Experience
BDO USA, LLP November 2014 - Present
UHY Advisors July 1997 - November 2014
UHY LLP July 1997 - November 2014
Nommensen, Hoover & Williams December 1990 - June 1997
Brokerage Center, Inc. / Cardinal Premium Finance, Inc. July 1988 - December 1990
Deloitte, Haskins + Sells July 1986 - June 1988
Education
Texas A&M University 1982 — 1986
BBA, Accounting & Tax
BDO USA, LLP November 2014 - Present
UHY Advisors July 1997 - November 2014
UHY LLP July 1997 - November 2014
Nommensen, Hoover & Williams December 1990 - June 1997
Brokerage Center, Inc. / Cardinal Premium Finance, Inc. July 1988 - December 1990
Deloitte, Haskins + Sells July 1986 - June 1988
Education
Texas A&M University 1982 — 1986
BBA, Accounting & Tax
Patrick Hasan Ruhland Patrick Hasan Ruhland's UHY Advisors Experience April 2007 - April 2008
Job Audit Senior at Rogers & Company PLLC
Industry Management Consulting
Experience
Rogers & Company PLLC December 2013 - October 2014
Deloitte & Touche November 2009 - October 2013
Clifton Gunderson LLP April 2008 - November 2009
UHY Advisors April 2007 - April 2008
Skills
Auditing, Assurance, Internal Controls, Enterprise Risk..., Internal Audit, Federal Government, Business Process..., Management Consulting, External Audit, Project Management, IT Audit, GAAP, Governance, Accounting, SAS70, Financial Accounting, CPA
Education
State University of New York College at Plattsburgh 2002 — 2006
B.SC, Acounting and Business
Rogers & Company PLLC December 2013 - October 2014
Deloitte & Touche November 2009 - October 2013
Clifton Gunderson LLP April 2008 - November 2009
UHY Advisors April 2007 - April 2008
Skills
Auditing, Assurance, Internal Controls, Enterprise Risk..., Internal Audit, Federal Government, Business Process..., Management Consulting, External Audit, Project Management, IT Audit, GAAP, Governance, Accounting, SAS70, Financial Accounting, CPA
Education
State University of New York College at Plattsburgh 2002 — 2006
B.SC, Acounting and Business
Kristin Foote Kristin Foote's UHY Advisors Experience July 2011 - September 2011
Job Senior Project Accountant at Hines
Industry Accounting
Experience
Hines May 2014 - Present
Hines September 2011 - May 2014
UHY Advisors July 2011 - September 2011
UHY Advisors September 2010 - July 2011
McGladrey & Pullen August 2009 - September 2010
Texas A&M University, Mays Business School August 2008 - May 2009
McGladrey & Pullen January 2008 - March 2008
Skills
Auditing, Accounting, GAAP, Financial Statements, Financial Reporting, CPA, Cash Flow, Internal Audit, Internal Controls, US GAAP, Budgets, General Ledger, Financial Accounting
Education
Texas A&M University - Mays Business School 2007 — 2009
M.S., Marketing
Texas A&M University - Mays Business School 2005 — 2008
B.S., Accounting
Hines May 2014 - Present
Hines September 2011 - May 2014
UHY Advisors July 2011 - September 2011
UHY Advisors September 2010 - July 2011
McGladrey & Pullen August 2009 - September 2010
Texas A&M University, Mays Business School August 2008 - May 2009
McGladrey & Pullen January 2008 - March 2008
Skills
Auditing, Accounting, GAAP, Financial Statements, Financial Reporting, CPA, Cash Flow, Internal Audit, Internal Controls, US GAAP, Budgets, General Ledger, Financial Accounting
Education
Texas A&M University - Mays Business School 2007 — 2009
M.S., Marketing
Texas A&M University - Mays Business School 2005 — 2008
B.S., Accounting
Roy Beasley Roy Beasley's UHY Advisors Experience April 2005 - June 2006
Job _
Industry Information Technology and Services
Experience
Memorial Hermann Healthcare System June 2006 - Present
UHY Advisors April 2005 - June 2006
Bluware, Inc. November 2003 - April 2005
Waste Management September 2000 - March 2002
Deloitte Consulting March 1998 - August 2000
Skills
Healthcare Information..., Healthcare, Informatics, Process Improvement, Healthcare Management, Change Management, Project Management, Business Process..., Business Analysis, Hospitals, Program Management, Performance Improvement, Quality Improvement, Healthcare Industry, Consulting, Software Implementation, Information Technology, PMO, Visio, Access, IT Audit, Decision Support, IT Management, Business Process, Analysis, IT Strategy, Management, HIPAA, Leadership, CRM, Software Documentation, EMR, Training, EHR, Ambulatory, Healthcare Consulting, Software Development, Strategic Planning, Practice Management, Project Planning
Education
Southwest Texas State University 1980 — 1983
MSHP, Healthcare Administration
The University of Texas at Austin 1975 — 1978
BA, Spanish, German, Classical Civilization
Memorial Hermann Healthcare System June 2006 - Present
UHY Advisors April 2005 - June 2006
Bluware, Inc. November 2003 - April 2005
Waste Management September 2000 - March 2002
Deloitte Consulting March 1998 - August 2000
Skills
Healthcare Information..., Healthcare, Informatics, Process Improvement, Healthcare Management, Change Management, Project Management, Business Process..., Business Analysis, Hospitals, Program Management, Performance Improvement, Quality Improvement, Healthcare Industry, Consulting, Software Implementation, Information Technology, PMO, Visio, Access, IT Audit, Decision Support, IT Management, Business Process, Analysis, IT Strategy, Management, HIPAA, Leadership, CRM, Software Documentation, EMR, Training, EHR, Ambulatory, Healthcare Consulting, Software Development, Strategic Planning, Practice Management, Project Planning
Education
Southwest Texas State University 1980 — 1983
MSHP, Healthcare Administration
The University of Texas at Austin 1975 — 1978
BA, Spanish, German, Classical Civilization
David Hansen, CPA David Hansen, CPA's UHY Advisors Experience 2010 - 2010
Job M&A Valuation Associate at Generational Equity, LLC.
Industry Accounting
Experience
Generational Equity, LLC. March 2015 - Present
EY June 2014 - March 2015
Ernst & Young August 2011 - June 2014
UHY Advisors 2010 - 2010
Skills
External Audit, Assurance, US GAAP, Auditing, Sarbanes-Oxley Act, Microsoft Excel
Education
Texas A&M University 2010 — 2011
Master of Science, Finance
Texas A&M University 2008 — 2011
Bachelor of Business Administration, Accounting
Generational Equity, LLC. March 2015 - Present
EY June 2014 - March 2015
Ernst & Young August 2011 - June 2014
UHY Advisors 2010 - 2010
Skills
External Audit, Assurance, US GAAP, Auditing, Sarbanes-Oxley Act, Microsoft Excel
Education
Texas A&M University 2010 — 2011
Master of Science, Finance
Texas A&M University 2008 — 2011
Bachelor of Business Administration, Accounting
Brad Barta Brad Barta's UHY Advisors Experience February 2005 - March 2010
Job Accounting/Tax/Bookkeeping
Industry Accounting
Experience
Brad Barta, CPA, PC May 2011 - Present
UHY Advisors February 2005 - March 2010
Skills
CPA, Financial Reporting, Tax Preparation, Tax
Education
Texas A&M University 1999 — 2004
Accouting/Finance/Economics
Texas A&M University - Mays Business School 1999 — 2004
MS, Finance
Texas A&M University - Mays Business School 1999 — 2004
BA, Accounting
Brad Barta, CPA, PC May 2011 - Present
UHY Advisors February 2005 - March 2010
Skills
CPA, Financial Reporting, Tax Preparation, Tax
Education
Texas A&M University 1999 — 2004
Accouting/Finance/Economics
Texas A&M University - Mays Business School 1999 — 2004
MS, Finance
Texas A&M University - Mays Business School 1999 — 2004
BA, Accounting
Kristine Moores Kraus Kristine Moores Kraus's UHY Advisors Experience 2003 - 2005
Job CPA, CFF
Industry Accounting
Experience
Bridgepoint Consulting, LLC 2011 - Present
Mesirow Financial 2009 - 2011
Ernst & Young LLP 1998 - 2008
UHY Advisors 2003 - 2005
EY 1998 - 2003
Skills
Forensic Accounting, Financial Analysis, Internal Audit, Capital Markets, Restructuring, Banking, Litigation Support, SEC filings, Due Diligence, Mergers & Acquisitions, Arbitration, Fraud, US GAAP, Financial Accounting, Business Process..., Strategic Financial..., Internal Controls, Finance, Sarbanes-Oxley Act, Management, Financial Modeling, CPA, Accounting, Business Valuation, Management Consulting, Process Improvement, Financial Reporting
Education
Texas A&M University 1993 — 1998
Bachelor of Business Administration (B.B.A.) and Bachelor of Science, Accounting and Political Science
Bridgepoint Consulting, LLC 2011 - Present
Mesirow Financial 2009 - 2011
Ernst & Young LLP 1998 - 2008
UHY Advisors 2003 - 2005
EY 1998 - 2003
Skills
Forensic Accounting, Financial Analysis, Internal Audit, Capital Markets, Restructuring, Banking, Litigation Support, SEC filings, Due Diligence, Mergers & Acquisitions, Arbitration, Fraud, US GAAP, Financial Accounting, Business Process..., Strategic Financial..., Internal Controls, Finance, Sarbanes-Oxley Act, Management, Financial Modeling, CPA, Accounting, Business Valuation, Management Consulting, Process Improvement, Financial Reporting
Education
Texas A&M University 1993 — 1998
Bachelor of Business Administration (B.B.A.) and Bachelor of Science, Accounting and Political Science
David Butler, CPA David Butler, CPA's UHY Advisors Experience September 2008 - July 2010
Job Controls & Compliance
Industry Financial Services
Experience
TXU Energy March 2013 - Present
Tenet Healthcare July 2010 - March 2013
UHY Advisors September 2008 - July 2010
FTI Consulting August 2007 - September 2008
KPMG January 2006 - March 2006
Skills
Financial Analysis, Auditing, Cash Flow, Due Diligence, Finance, GAAP, Internal Audit, Accounts Payable, Financial Statements, Internal Controls, CPA, SAP, Process Improvement, Accounting, Financial Accounting, Accounts Receivable
Education
Texas A&M University - Mays Business School 2002 — 2007
BBA & Masters, Accounting & Finance (PPA - program)
Texas A&M University
TXU Energy March 2013 - Present
Tenet Healthcare July 2010 - March 2013
UHY Advisors September 2008 - July 2010
FTI Consulting August 2007 - September 2008
KPMG January 2006 - March 2006
Skills
Financial Analysis, Auditing, Cash Flow, Due Diligence, Finance, GAAP, Internal Audit, Accounts Payable, Financial Statements, Internal Controls, CPA, SAP, Process Improvement, Accounting, Financial Accounting, Accounts Receivable
Education
Texas A&M University - Mays Business School 2002 — 2007
BBA & Masters, Accounting & Finance (PPA - program)
Texas A&M University
Lauren Langdon Lauren Langdon's UHY Advisors Experience 2005 - 2005
Job Sr. Risk Analyst at Sequent Energy Management
Industry Oil & Energy
Experience
Sequent Energy Management June 2008 - April 2014
Cheniere Marketing, Inc. April 2007 - April 2008
UHY Advisors 2005 - 2005
CB Richard Ellis 2003 - 2004
Skills
Commodity Markets, Financial Modeling, Valuation, Natural Gas, Energy, Hedging, Financial Analysis, Commodity, Risk Management, Trading, Asset Managment, Energy Markets, Forecasting, Due Diligence, Analysis, Energy Industry, Derivatives, Microsoft Excel, Business Analysis, Credit Risk, Options, Electricity Markets, Accounting, Commodity Risk..., Financial Risk, Financial Structuring
Education
Texas Christian University 1999 — 2003
BBA, Marketing
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Sequent Energy Management June 2008 - April 2014
Cheniere Marketing, Inc. April 2007 - April 2008
UHY Advisors 2005 - 2005
CB Richard Ellis 2003 - 2004
Skills
Commodity Markets, Financial Modeling, Valuation, Natural Gas, Energy, Hedging, Financial Analysis, Commodity, Risk Management, Trading, Asset Managment, Energy Markets, Forecasting, Due Diligence, Analysis, Energy Industry, Derivatives, Microsoft Excel, Business Analysis, Credit Risk, Options, Electricity Markets, Accounting, Commodity Risk..., Financial Risk, Financial Structuring
Education
Texas Christian University 1999 — 2003
BBA, Marketing
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Susan N. Dupuis Susan N. Dupuis's UHY Advisors Experience June 2007 - June 2008
Job Director at Marcum LLP
Industry Accounting
Experience
Marcum LLP August 2012 - Present
Dupuis & Company LLC August 2009 - August 2012
PricewaterhouseCoopers June 2008 - August 2009
UHY Advisors June 2007 - June 2008
Deloitte September 1998 - May 2007
Skills
Plannning, Tax, Income Tax, High Net Worth..., Estate Planning, Accounting, Strategic Financial..., Tax Accounting, Financial Planners, Due Diligence, Financial Reporting, Trusts, Tax Law
Education
Suffolk University - Sawyer Business School 1995 — 1998
MBA
Suffolk University Law School 1994 — 1998
J.D.
St. Lawrence University 1990 — 1994
Economics
Dartmouth High
Marcum LLP August 2012 - Present
Dupuis & Company LLC August 2009 - August 2012
PricewaterhouseCoopers June 2008 - August 2009
UHY Advisors June 2007 - June 2008
Deloitte September 1998 - May 2007
Skills
Plannning, Tax, Income Tax, High Net Worth..., Estate Planning, Accounting, Strategic Financial..., Tax Accounting, Financial Planners, Due Diligence, Financial Reporting, Trusts, Tax Law
Education
Suffolk University - Sawyer Business School 1995 — 1998
MBA
Suffolk University Law School 1994 — 1998
J.D.
St. Lawrence University 1990 — 1994
Economics
Dartmouth High
Ryan Orlowski Ryan Orlowski's UHY Advisors Experience January 2012 - March 2012
Job Staff Accountant at Sysco Detroit
Industry Accounting
Experience
Sysco Detroit August 2014 - Present
GENPACT July 2014 - August 2014
Visteon September 2012 - April 2014
UHY Advisors January 2012 - March 2012
Facility Services January 2010 - December 2011
AT&T August 2007 - December 2008
Visteon March 2007 - July 2007
Attorneys Title Agency, LLC December 2005 - February 2007
General Motors January 2004 - September 2005
Skills
Accounting, Tax, Financial Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, Cost Accounting, Hyperion Financial..., PeopleSoft Financial..., QAD Enterprise..., General Ledger, Variance Analysis, Hyperion
Education
Wayne State University 2010 — 2011
Master of Science, Accounting
University of Michigan-Dearborn 2002 — 2005
Bachelor of Business Administration, Financial Accounting and Reporting
Schoolcraft College 1999 — 2001
Associate, Engineering
Sysco Detroit August 2014 - Present
GENPACT July 2014 - August 2014
Visteon September 2012 - April 2014
UHY Advisors January 2012 - March 2012
Facility Services January 2010 - December 2011
AT&T August 2007 - December 2008
Visteon March 2007 - July 2007
Attorneys Title Agency, LLC December 2005 - February 2007
General Motors January 2004 - September 2005
Skills
Accounting, Tax, Financial Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, Cost Accounting, Hyperion Financial..., PeopleSoft Financial..., QAD Enterprise..., General Ledger, Variance Analysis, Hyperion
Education
Wayne State University 2010 — 2011
Master of Science, Accounting
University of Michigan-Dearborn 2002 — 2005
Bachelor of Business Administration, Financial Accounting and Reporting
Schoolcraft College 1999 — 2001
Associate, Engineering
Jay Tompkins, CPA Jay Tompkins, CPA's UHY Advisors Experience January 2007 - December 2007
Job Tax Partner at Karlins, Ramey & Tompkins, LLC
Industry Accounting
Experience
Karlins, Ramey & Tompkins, LLC January 2010 - Present
Karlins & Ramey, LLC January 2008 - January 2010
UHY Advisors January 2007 - December 2007
Gainer, Donnelly & Desroches August 2002 - January 2007
Skills
Tax Preparation, Quickbooks, Profit Improvement, QuickBooks, Federal Law, Personal Income Tax..., Expatriate Tax, Tax, Auditing, Income Tax, CPA, Payroll, Tax Returns, US Tax, Accounting, High Net Worth..., Microsoft Excel, Profit Maximization, Corporate Tax, GAAP, Partnership Taxation, Financial Reporting, Tax Accounting, Sarbanes-Oxley Act, Fixed Assets, International Tax, Sales Tax, FIN 48, SEC filings, Use Tax, Employee Benefits, Bookkeeping, Tax Advisory, Tax Research, Financial Accounting, General Ledger, Peachtree, US GAAP, Corporate Law, Tax Law, State Tax, Internal Controls, S Corporations, Payroll Taxes, Financial Analysis, Small Business, Cash Flow, Financial Planners, ProSystem fx Tax, Property Tax
Education
Stephen F. Austin State University 1999 — 2002
Bachelor and Masters of Accountancy, Accounting
Texas A&M University 1997 — 1999
Chemistry
Tomball High School 1993 — 1997
Karlins, Ramey & Tompkins, LLC January 2010 - Present
Karlins & Ramey, LLC January 2008 - January 2010
UHY Advisors January 2007 - December 2007
Gainer, Donnelly & Desroches August 2002 - January 2007
Skills
Tax Preparation, Quickbooks, Profit Improvement, QuickBooks, Federal Law, Personal Income Tax..., Expatriate Tax, Tax, Auditing, Income Tax, CPA, Payroll, Tax Returns, US Tax, Accounting, High Net Worth..., Microsoft Excel, Profit Maximization, Corporate Tax, GAAP, Partnership Taxation, Financial Reporting, Tax Accounting, Sarbanes-Oxley Act, Fixed Assets, International Tax, Sales Tax, FIN 48, SEC filings, Use Tax, Employee Benefits, Bookkeeping, Tax Advisory, Tax Research, Financial Accounting, General Ledger, Peachtree, US GAAP, Corporate Law, Tax Law, State Tax, Internal Controls, S Corporations, Payroll Taxes, Financial Analysis, Small Business, Cash Flow, Financial Planners, ProSystem fx Tax, Property Tax
Education
Stephen F. Austin State University 1999 — 2002
Bachelor and Masters of Accountancy, Accounting
Texas A&M University 1997 — 1999
Chemistry
Tomball High School 1993 — 1997
Mengzhu Li, CPA Mengzhu Li, CPA's UHY Advisors Experience October 2011 - November 2011
Job Auditor at EY
Industry Accounting
Experience
EY July 2013 - Present
McConnell & Jones CPAs November 2011 - Present
UHY Advisors October 2011 - November 2011
TCU Finance Department September 2010 - May 2011
Becker Professional Review August 2008 - May 2011
Fort Worth Sister Cities July 2010 - August 2010
Williams and Company CPAs, PLLC January 2010 - April 2010
International Model United Nations Association September 2009 - December 2009
ShineWing CPA limited June 2009 - August 2009
World Bank Loan Project Office May 2007 - August 2007
Skills
Chinese, Microsoft Office, Hardworking, Self-motivated, RIA, Quickbooks, CPA
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2011
Master, Accounting
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA, Accounting
EY July 2013 - Present
McConnell & Jones CPAs November 2011 - Present
UHY Advisors October 2011 - November 2011
TCU Finance Department September 2010 - May 2011
Becker Professional Review August 2008 - May 2011
Fort Worth Sister Cities July 2010 - August 2010
Williams and Company CPAs, PLLC January 2010 - April 2010
International Model United Nations Association September 2009 - December 2009
ShineWing CPA limited June 2009 - August 2009
World Bank Loan Project Office May 2007 - August 2007
Skills
Chinese, Microsoft Office, Hardworking, Self-motivated, RIA, Quickbooks, CPA
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2011
Master, Accounting
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA, Accounting
Michelle Moul Michelle Moul's UHY Advisors Experience February 2011 - Present
Job ABAS Sr. Staff at UHY Advisors
Industry Accounting
Experience
UHY Advisors February 2011 - Present
Prime Communications April 2010 - February 2011
Skills
Accounting
Education
Sam Houston State University 2004 — 2008
BBA, Accounting
UHY Advisors February 2011 - Present
Prime Communications April 2010 - February 2011
Skills
Accounting
Education
Sam Houston State University 2004 — 2008
BBA, Accounting
Darlene Plumly Darlene Plumly's UHY Advisors Experience 1991 - 2003
Job Partner at Plumly Fielding & Associates CPAs
Industry Accounting
Experience
Plumly Fielding & Associates CPAs January 2015 - Present
Darlene Plumly, CPA October 2003 - Present
UHY Advisors 1991 - 2003
Stinson Layne & Company 1989 - 1991
Internal Revenue Service 1986 - 1989
Skills
Tax Preparation, Succession Planning, Business Services, Tax, QuickBooks, Merger and Acquisition..., Small business tax..., Individual tax planning, CPA, Cash Flow, Compliance, Tax Returns, Income Tax, Accounting, Financial Planners, US GAAP, Tax Accounting, High Net Worth..., Tax Advisory, Forensic Accounting, Tax Research, Tax Law, General Ledger, S Corporations, Corporate Tax, Partnership Taxation, Auditing, Due Diligence, Sales Tax, Finance, International Tax, Business Valuation, Estate Tax Planning, Financial Statements, GAAP, Internal Controls, Payroll Taxes, Financial Accounting, Fixed Assets, Bookkeeping, Partnerships, Small Business, Financial Planning
Education
Texas State University-San Marcos 1981 — 1985
Bachelor of Arts (BA), Accounting, Cum Laude
Exit Planning Institute
Plumly Fielding & Associates CPAs January 2015 - Present
Darlene Plumly, CPA October 2003 - Present
UHY Advisors 1991 - 2003
Stinson Layne & Company 1989 - 1991
Internal Revenue Service 1986 - 1989
Skills
Tax Preparation, Succession Planning, Business Services, Tax, QuickBooks, Merger and Acquisition..., Small business tax..., Individual tax planning, CPA, Cash Flow, Compliance, Tax Returns, Income Tax, Accounting, Financial Planners, US GAAP, Tax Accounting, High Net Worth..., Tax Advisory, Forensic Accounting, Tax Research, Tax Law, General Ledger, S Corporations, Corporate Tax, Partnership Taxation, Auditing, Due Diligence, Sales Tax, Finance, International Tax, Business Valuation, Estate Tax Planning, Financial Statements, GAAP, Internal Controls, Payroll Taxes, Financial Accounting, Fixed Assets, Bookkeeping, Partnerships, Small Business, Financial Planning
Education
Texas State University-San Marcos 1981 — 1985
Bachelor of Arts (BA), Accounting, Cum Laude
Exit Planning Institute
Ben Cruzan Ben Cruzan's UHY Advisors Experience June 2004 - June 2007
Job Software Engineer / Computer Operations at STG INC
Industry Information Technology and Services
Experience
STG July 2011 - Present
Accenture June 2007 - July 2011
UHY Advisors June 2004 - June 2007
Skills
SQL, Linux, System Administration, Python, Computer Operations, PowerShell, Visual Basic, Java, HTML, VMware, NetApp, Control-M, Momentum, webMethods Integration..., Weblogic Administration, Windows Server, Integration, IT Strategy, Databases
Education
West Virginia University 2001 — 2004
Bachelor's, Management Information System
Shepherd University 1999 — 2001
Computer Science
STG July 2011 - Present
Accenture June 2007 - July 2011
UHY Advisors June 2004 - June 2007
Skills
SQL, Linux, System Administration, Python, Computer Operations, PowerShell, Visual Basic, Java, HTML, VMware, NetApp, Control-M, Momentum, webMethods Integration..., Weblogic Administration, Windows Server, Integration, IT Strategy, Databases
Education
West Virginia University 2001 — 2004
Bachelor's, Management Information System
Shepherd University 1999 — 2001
Computer Science
Reginald Patterson Reginald Patterson's UHY Advisors Experience January 2008 - Present
Job Manager at UHY Advisors
Industry Accounting
Experience
UHY Advisors January 2008 - Present
UHY Advisors 2005 - 2007
UHY Advisors 2000 - 2004
Wilson Financial Group, Inc 1995 - 1999
Education
Texas Southern University 1990 — 1995
B.B.A., Accounting
UHY Advisors January 2008 - Present
UHY Advisors 2005 - 2007
UHY Advisors 2000 - 2004
Wilson Financial Group, Inc 1995 - 1999
Education
Texas Southern University 1990 — 1995
B.B.A., Accounting
Travis Ferguson, CPA Travis Ferguson, CPA's UHY Advisors Experience February 2010 - July 2012
Job Senior Planner at Moss, Luse & Womble, LLC
Industry Accounting
Experience
Moss, Luse & Womble, LLC July 2012 - Present
UHY Advisors February 2010 - July 2012
Deloitte Tax LLP September 2008 - January 2010
Deloitte Tax, LLP February 2007 - June 2007
Skills
Tax Compliance, Tax Advisory, Federal Tax, Partnership Taxation, Gift Tax, Corporate Tax, Individual Taxation, Tax, Accounting, Strategic Financial..., CPA, Cash Flow, Investments, Estate Planning, Tax Research, Tax Preparation
Education
Texas A&M University - Mays Business School 2007 — 2008
Master of Science, Finance
Texas A&M University - Mays Business School 2003 — 2007
Bachelor of Business Administration, Accounting
Moss, Luse & Womble, LLC July 2012 - Present
UHY Advisors February 2010 - July 2012
Deloitte Tax LLP September 2008 - January 2010
Deloitte Tax, LLP February 2007 - June 2007
Skills
Tax Compliance, Tax Advisory, Federal Tax, Partnership Taxation, Gift Tax, Corporate Tax, Individual Taxation, Tax, Accounting, Strategic Financial..., CPA, Cash Flow, Investments, Estate Planning, Tax Research, Tax Preparation
Education
Texas A&M University - Mays Business School 2007 — 2008
Master of Science, Finance
Texas A&M University - Mays Business School 2003 — 2007
Bachelor of Business Administration, Accounting
Audrey Markoff's UHY Advisors Experience May 2005 - September 2005
Job Partner Marketing Manager at Ping Identity
Industry Computer Software
Experience
Ping Identity November 2013 - Present
Microsoft June 2012 - April 2013
Newton-Wellesley Hospital June 2009 - August 2010
Verdasys June 2007 - October 2008
PALIO COMMUNICATIONS May 2006 - September 2006
UHY Advisors May 2005 - September 2005
Skills
Social Media, Non-profits, New Business Development, Blogging, Salesforce.com, Product Management, Market Research, Program Management, Marketing Strategy, Financial Modeling, Project Management, Strategic Planning, Competitive Analysis, Business Development, Financial Analysis, Budgets, Marketing, Business Strategy, Sales, Forecasting, Leadership, Social Media Marketing, Entrepreneurship, Advertising, CRM, Public Relations, Nonprofits, Strategy, Management, Data Analysis, Product Marketing, Facebook, Brand Management, Analytics
Education
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS 2010 — 2012
Master, Business Administration
Skidmore College 2002 — 2006
BA, Economics and Business
Ping Identity November 2013 - Present
Microsoft June 2012 - April 2013
Newton-Wellesley Hospital June 2009 - August 2010
Verdasys June 2007 - October 2008
PALIO COMMUNICATIONS May 2006 - September 2006
UHY Advisors May 2005 - September 2005
Skills
Social Media, Non-profits, New Business Development, Blogging, Salesforce.com, Product Management, Market Research, Program Management, Marketing Strategy, Financial Modeling, Project Management, Strategic Planning, Competitive Analysis, Business Development, Financial Analysis, Budgets, Marketing, Business Strategy, Sales, Forecasting, Leadership, Social Media Marketing, Entrepreneurship, Advertising, CRM, Public Relations, Nonprofits, Strategy, Management, Data Analysis, Product Marketing, Facebook, Brand Management, Analytics
Education
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS 2010 — 2012
Master, Business Administration
Skidmore College 2002 — 2006
BA, Economics and Business
Norman Comstock Norman Comstock's UHY Advisors Experience November 2006 - May 2014
Job Managing Director at Berkeley Research Group LLC
Industry Management Consulting
Experience
Berkeley Research Group LLC June 2014 - Present
Information Systems Security Association (ISSA) January 2013 - Present
ISACA Greater Houston Chapter May 2012 - Present
University of Houston January 2007 - Present
IIA Houston Chapter April 2011 - May 2014
UHY Advisors November 2006 - May 2014
GCRM Solutions, LLC August 2004 - November 2006
Jefferson Wells International October 2002 - June 2004
Daman Consulting January 2001 - October 2002
Compaq 1998 - 1998
Skills
PCI DSS, Information Security..., Security, Enterprise Risk..., Governance, Sarbanes-Oxley Act, Business Intelligence, Management, Management Consulting, Consulting, Internal Audit, CISA, Leadership, Strategy, Business Process, IT Audit, Auditing, Internal Controls, Executive Management, Information Technology, CISSP, IT Strategy, Program Management, COBIT, Financial Risk, Mergers & Acquisitions, Risk Assessment, Data Mining, Enterprise Software, Data Analysis, Analytics, Business Process..., Finance, Business Continuity, Due Diligence, Information Security, Hyperion Enterprise, Data Warehousing, HITRUST
Education
University of St. Thomas, Cameron School of Business 1997 — 1998
Master of Science, International Business
University of St. Thomas, Cameron School of Business 1995 — 1997
MBA, Marketing
Southwestern University 1985 — 1987
University of Houston
BBA, Accounting
Berkeley Research Group LLC June 2014 - Present
Information Systems Security Association (ISSA) January 2013 - Present
ISACA Greater Houston Chapter May 2012 - Present
University of Houston January 2007 - Present
IIA Houston Chapter April 2011 - May 2014
UHY Advisors November 2006 - May 2014
GCRM Solutions, LLC August 2004 - November 2006
Jefferson Wells International October 2002 - June 2004
Daman Consulting January 2001 - October 2002
Compaq 1998 - 1998
Skills
PCI DSS, Information Security..., Security, Enterprise Risk..., Governance, Sarbanes-Oxley Act, Business Intelligence, Management, Management Consulting, Consulting, Internal Audit, CISA, Leadership, Strategy, Business Process, IT Audit, Auditing, Internal Controls, Executive Management, Information Technology, CISSP, IT Strategy, Program Management, COBIT, Financial Risk, Mergers & Acquisitions, Risk Assessment, Data Mining, Enterprise Software, Data Analysis, Analytics, Business Process..., Finance, Business Continuity, Due Diligence, Information Security, Hyperion Enterprise, Data Warehousing, HITRUST
Education
University of St. Thomas, Cameron School of Business 1997 — 1998
Master of Science, International Business
University of St. Thomas, Cameron School of Business 1995 — 1997
MBA, Marketing
Southwestern University 1985 — 1987
University of Houston
BBA, Accounting
Cynthia Seidel Saha Cynthia Seidel Saha's UHY Advisors Experience January 1994 - December 1994
Job President at Sugarlandcpa.com/Small Business Initiative LLC
Industry Accounting
Experience
Small Business Initiative LLC January 2008 - Present
Cynthia Seidel Saha PC October 2002 - Present
sugarlandcpa October 2002 - Present
UHY Advisors January 1994 - December 1994
Coopers & Lybrand January 1993 - December 1993
Ernst & Young April 1990 - April 1992
Skills
Tax, CPA, Preparation, Small Business, Accountants, IRS, Tax Law, Accounting, QuickBooks, Bookkeeping, Payroll
Education
Texas State University-San Marcos 1985 — 1988
BBA, Accounting
Small Business Initiative LLC January 2008 - Present
Cynthia Seidel Saha PC October 2002 - Present
sugarlandcpa October 2002 - Present
UHY Advisors January 1994 - December 1994
Coopers & Lybrand January 1993 - December 1993
Ernst & Young April 1990 - April 1992
Skills
Tax, CPA, Preparation, Small Business, Accountants, IRS, Tax Law, Accounting, QuickBooks, Bookkeeping, Payroll
Education
Texas State University-San Marcos 1985 — 1988
BBA, Accounting
Greg Daniell Greg Daniell's UHY Advisors Experience 2005 - 2007
Job Attorney at Providus Legal Services
Industry Law Practice
Experience
Providus, A DTI Company October 2007 - Present
UHY Advisors 2005 - 2007
Taylor & Warren, LP 2003 - 2005
Edwards & George, LP 2002 - 2003
Alief ISD 1990 - 2002
Skills
Litigation, Legal Research, Mediation, Non-profits, Nonprofits, Product Liability, Trials, Legal Writing, Commercial Litigation, Environmental Law, Document Review, Civil Litigation, Litigation Support, Arbitration, Westlaw, Courts, Legal Assistance, Class Actions
Education
South Texas College of Law
The University of Texas at Austin
Bachelor of Arts (BA), Latin American Studies
Providus, A DTI Company October 2007 - Present
UHY Advisors 2005 - 2007
Taylor & Warren, LP 2003 - 2005
Edwards & George, LP 2002 - 2003
Alief ISD 1990 - 2002
Skills
Litigation, Legal Research, Mediation, Non-profits, Nonprofits, Product Liability, Trials, Legal Writing, Commercial Litigation, Environmental Law, Document Review, Civil Litigation, Litigation Support, Arbitration, Westlaw, Courts, Legal Assistance, Class Actions
Education
South Texas College of Law
The University of Texas at Austin
Bachelor of Arts (BA), Latin American Studies
Anthony Ellefson Anthony Ellefson's UHY Advisors Experience 2008 - 2008
Job High Velocity Oil Flush Technician at Colfax Fluid Handling
Industry Oil & Energy
Experience
Colfax Fluid Handling November 2012 - Present
NOV- Quality Tubing 2011 - 2012
UHY Advisors 2008 - 2008
Skills
Petroleum, Microsoft Office, Engineering, Project Management, Energy, Gas, Oil/Gas, Microsoft Excel, Change Management, Project Planning, Strategic Planning, Customer Service, Negotiation, Project Engineering, Microsoft Word, Commissioning, Business Strategy, Onshore, Contract Management
Education
San Jacinto College 2009 — 2011
Clear Brook High School 2004 — 2008
Colfax Fluid Handling November 2012 - Present
NOV- Quality Tubing 2011 - 2012
UHY Advisors 2008 - 2008
Skills
Petroleum, Microsoft Office, Engineering, Project Management, Energy, Gas, Oil/Gas, Microsoft Excel, Change Management, Project Planning, Strategic Planning, Customer Service, Negotiation, Project Engineering, Microsoft Word, Commissioning, Business Strategy, Onshore, Contract Management
Education
San Jacinto College 2009 — 2011
Clear Brook High School 2004 — 2008
Sam Raia Sam Raia's UHY Advisors Experience 2005 - 2005
Job Senior Consultant
Industry Accounting
Experience
Aventine Hill Partners November 2012 - Present
Pro-Approach Management Solutions January 2009 - Present
American College of Acupuncture and Oriental Medicine November 2010 - July 2012
Resources Global Professionals 2012 - 2012
Bank Consulting Services November 2009 - January 2011
inVentiv Clinical Solutions April 2006 - February 2009
inVentiv Health 2006 - 2007
UHY Advisors 2005 - 2005
Horn Murdock Cole 2003 - 2005
Skills
Internal Audit, Process Improvement, Compliance, SOX, Accounting, Internal Controls, Business Process, Governance, Auditing, Audit, Budgeting, Risk Management, Financial Reporting, Mergers, Strategic Planning, Financial Analysis, Analysis, Budgets, Sarbanes-Oxley Act, Management, Management Consulting, Enterprise Risk..., Leadership, Project Management, Business Process..., Mergers, Sarbanes-Oxley
Education
University of Houston-Downtown 1992 — 1994
BBA, Accounting
Texas Tech University 1981 — 1986
BS, International Trade
Aventine Hill Partners November 2012 - Present
Pro-Approach Management Solutions January 2009 - Present
American College of Acupuncture and Oriental Medicine November 2010 - July 2012
Resources Global Professionals 2012 - 2012
Bank Consulting Services November 2009 - January 2011
inVentiv Clinical Solutions April 2006 - February 2009
inVentiv Health 2006 - 2007
UHY Advisors 2005 - 2005
Horn Murdock Cole 2003 - 2005
Skills
Internal Audit, Process Improvement, Compliance, SOX, Accounting, Internal Controls, Business Process, Governance, Auditing, Audit, Budgeting, Risk Management, Financial Reporting, Mergers, Strategic Planning, Financial Analysis, Analysis, Budgets, Sarbanes-Oxley Act, Management, Management Consulting, Enterprise Risk..., Leadership, Project Management, Business Process..., Mergers, Sarbanes-Oxley
Education
University of Houston-Downtown 1992 — 1994
BBA, Accounting
Texas Tech University 1981 — 1986
BS, International Trade
Nicole Tew's UHY Advisors Experience December 2002 - June 2013
Job Senior Director at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
The Arc of Greater Houston May 2013 - Present
UHY LLP July 2013 - November 2014
UHY Advisors December 2002 - June 2013
Deloitte September 2001 - December 2002
Skills
Internal Controls, Auditing, Revenue Recognition, SEC filings, CPA, Recruiting, US GAAP, Tax, Assurance, Sarbanes-Oxley Act, Financial Accounting, External Audit, GAAP, Accounting, Sarbanes-Oxley, SEC Filings
Education
Texas A&M University 1998 — 2001
BBA/MS, Accounting
BDO USA, LLP December 2014 - Present
The Arc of Greater Houston May 2013 - Present
UHY LLP July 2013 - November 2014
UHY Advisors December 2002 - June 2013
Deloitte September 2001 - December 2002
Skills
Internal Controls, Auditing, Revenue Recognition, SEC filings, CPA, Recruiting, US GAAP, Tax, Assurance, Sarbanes-Oxley Act, Financial Accounting, External Audit, GAAP, Accounting, Sarbanes-Oxley, SEC Filings
Education
Texas A&M University 1998 — 2001
BBA/MS, Accounting
Paul Goetz Paul Goetz's UHY Advisors Experience September 1985 - March 2010
Job Partner at Bollam, Sheedy, Torani & Co., LLP
Industry Accounting
Experience
Bollam, Sheedy, Torani & Co., LLP May 2011 - Present
UHY Advisors September 1985 - March 2010
UHY LLP September 1985 - March 2010
Education
Siena College 1981 — 1985
BBA, Accountiing
Bollam, Sheedy, Torani & Co., LLP May 2011 - Present
UHY Advisors September 1985 - March 2010
UHY LLP September 1985 - March 2010
Education
Siena College 1981 — 1985
BBA, Accountiing
Derek Harwood, CPA's UHY Advisors Experience January 2011 - March 2011
Job Senior Associate Transaction Services at KPMG US
Industry Accounting
Experience
KPMG US August 2014 - Present
BDO USA, LLP September 2012 - July 2014
Wells Fargo Advisors June 2011 - October 2012
UHY Advisors January 2011 - March 2011
Toys R Us March 2009 - August 2009
Fisk Electric Company May 2007 - August 2007
Fisk Electric Company May 2006 - August 2006
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, US GAAP, Financial Modeling, QuickBooks, GAAP, Financial Statements, CPA, Time Management, Customer Service, Sales, Transaction Advisory...
Education
Southern Methodist University - Cox School of Business 2009 — 2011
BBA, Accounting
KPMG US August 2014 - Present
BDO USA, LLP September 2012 - July 2014
Wells Fargo Advisors June 2011 - October 2012
UHY Advisors January 2011 - March 2011
Toys R Us March 2009 - August 2009
Fisk Electric Company May 2007 - August 2007
Fisk Electric Company May 2006 - August 2006
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, US GAAP, Financial Modeling, QuickBooks, GAAP, Financial Statements, CPA, Time Management, Customer Service, Sales, Transaction Advisory...
Education
Southern Methodist University - Cox School of Business 2009 — 2011
BBA, Accounting
Kimberly Berneti Kimberly Berneti's UHY Advisors Experience August 2007 - January 2009
Job Teacher at Conroe Independent School District
Industry Accounting
Experience
Conroe Independent School District Benefits CoordinatorUHY AdvisorsAugust 2004 - November 2010
UHY Advisors August 2007 - January 2009
Education
Southern Nazarene University 1985 — 1988
B.S., Marketing
Conroe Independent School District Benefits CoordinatorUHY AdvisorsAugust 2004 - November 2010
UHY Advisors August 2007 - January 2009
Education
Southern Nazarene University 1985 — 1988
B.S., Marketing
Stacey Valiga Stacey Valiga's UHY Advisors Experience 2002 - 2004
Job Senior Manager Accounting and Financial Planning at Bottle Rocket
Industry Accounting
Experience
Bottle Rocket May 2014 - Present
JonesBaggett LLP October 2011 - May 2014
BKD, LLP June 2009 - October 2011
KBA Group LLP August 2004 - May 2009
UHY Advisors 2002 - 2004
Arthur Andersen September 2001 - May 2002
Skills
Assurance, Audits of Employee..., Internal Controls, Oil & Gas Industry, Oil & Gas Exploration, Oil & Gas Accounting, Financial Reporting, US GAAP, Financial Institutions, Revenue Recognition, Accounting, Auditing, Financial Accounting, CPA, GAAP, Mergers & Acquisitions, Microsoft Excel, QuickBooks, Risk Assessment, Tax Accounting
Education
Stephen F. Austin State University 1996 — 2001
MPA, Accounting
Bottle Rocket May 2014 - Present
JonesBaggett LLP October 2011 - May 2014
BKD, LLP June 2009 - October 2011
KBA Group LLP August 2004 - May 2009
UHY Advisors 2002 - 2004
Arthur Andersen September 2001 - May 2002
Skills
Assurance, Audits of Employee..., Internal Controls, Oil & Gas Industry, Oil & Gas Exploration, Oil & Gas Accounting, Financial Reporting, US GAAP, Financial Institutions, Revenue Recognition, Accounting, Auditing, Financial Accounting, CPA, GAAP, Mergers & Acquisitions, Microsoft Excel, QuickBooks, Risk Assessment, Tax Accounting
Education
Stephen F. Austin State University 1996 — 2001
MPA, Accounting
Chris Canson Chris Canson's UHY Advisors Experience June 2007 - August 2011
Job Manager at Riveron Consulting
Industry Accounting
Experience
Riveron Consulting April 2015 - Present
Riveron Consulting November 2013 - March 2015
Riveron Consulting June 2012 - October 2013
Magnum Hunter Resources Corporation NYSE: MHR August 2011 - June 2012
UHY Advisors June 2007 - August 2011
Skills
Accounting, Due Diligence, Financial Reporting, SEC filings, US GAAP, Tax Research, Account Reconciliation, Forecasting, Financial Modeling, Finance, Financial Statements, Cost Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions, GAAP, Great Plains Software, Internal Controls, Financial Accounting, Tracker, SEC Filings, Consulting
Education
Texas A&M University - Mays Business School 2006 — 2007
MS, Finance
Texas A&M University - Mays Business School 2002 — 2006
BBA, Accounting
Riveron Consulting April 2015 - Present
Riveron Consulting November 2013 - March 2015
Riveron Consulting June 2012 - October 2013
Magnum Hunter Resources Corporation NYSE: MHR August 2011 - June 2012
UHY Advisors June 2007 - August 2011
Skills
Accounting, Due Diligence, Financial Reporting, SEC filings, US GAAP, Tax Research, Account Reconciliation, Forecasting, Financial Modeling, Finance, Financial Statements, Cost Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions, GAAP, Great Plains Software, Internal Controls, Financial Accounting, Tracker, SEC Filings, Consulting
Education
Texas A&M University - Mays Business School 2006 — 2007
MS, Finance
Texas A&M University - Mays Business School 2002 — 2006
BBA, Accounting
Dinah Tang CPA-Trilingual's UHY Advisors Experience October 2012 - November 2012
Job Sr. AuditorContract Compliance at PRGX
Industry Accounting
Experience
PRGX November 2013 - Present
North Carolina Department of Revenue March 2013 - July 2013
UHY Advisors October 2012 - November 2012
UHY Advisors February 2012 - July 2012
Stanford Financial Group Company June 2007 - February 2009
Internal Revenue Service April 2006 - March 2007
Louisiana Department of Revenue March 1999 - March 2006
Texas Department of Criminal Justice July 1997 - February 1999
Texas Department of Banking January 1996 - December 1996
Skills
Auditing, Internal Controls, Internal Audit, SAP, SOX, Spanish, Banking, Audit, Compliance, Corporate Tax, Process Improvement, SAP BW, CCM, gCMS, Downstream Oil & Gas, Oilfield, Contract Compliance, Sales and Use Tax, Sarbanes-Oxley Act, Finance, Risk Management, Account Reconciliation
Education
University of Houston 1991 — 1994
M.S., Accountancy
Tamkang University 1983 — 1985
BA, Spanish
PRGX November 2013 - Present
North Carolina Department of Revenue March 2013 - July 2013
UHY Advisors October 2012 - November 2012
UHY Advisors February 2012 - July 2012
Stanford Financial Group Company June 2007 - February 2009
Internal Revenue Service April 2006 - March 2007
Louisiana Department of Revenue March 1999 - March 2006
Texas Department of Criminal Justice July 1997 - February 1999
Texas Department of Banking January 1996 - December 1996
Skills
Auditing, Internal Controls, Internal Audit, SAP, SOX, Spanish, Banking, Audit, Compliance, Corporate Tax, Process Improvement, SAP BW, CCM, gCMS, Downstream Oil & Gas, Oilfield, Contract Compliance, Sales and Use Tax, Sarbanes-Oxley Act, Finance, Risk Management, Account Reconciliation
Education
University of Houston 1991 — 1994
M.S., Accountancy
Tamkang University 1983 — 1985
BA, Spanish
Andre Marshall Andre Marshall's UHY Advisors Experience May 2007 - March 2008
Job Senior Associate at MorganFranklin Consulting
Industry Accounting
Experience
MorganFranklin Consulting August 2013 - Present
Deloitte & Touche LLP November 2009 - July 2013
Clifton Gunderson LLP April 2008 - October 2009
UHY Advisors May 2007 - March 2008
Hudson Valley Bank August 2005 - April 2007
Skills
Accounting, Outlook, Customer Relations, Word, Business Process, Excel, Finance, Microsoft Word, Microsoft Excel, Risk Management, Customer Service, Internal Controls, Financial Reporting, Financial Audits, Access, Management, Auditing, Financial Accounting, Financial Analysis
Education
SUNY 2002 — 2006
B.S, Accounting and Business
State University of New York College at Plattsburgh 2002 — 2006
Bacholer's, Accounting and Finance
MorganFranklin Consulting August 2013 - Present
Deloitte & Touche LLP November 2009 - July 2013
Clifton Gunderson LLP April 2008 - October 2009
UHY Advisors May 2007 - March 2008
Hudson Valley Bank August 2005 - April 2007
Skills
Accounting, Outlook, Customer Relations, Word, Business Process, Excel, Finance, Microsoft Word, Microsoft Excel, Risk Management, Customer Service, Internal Controls, Financial Reporting, Financial Audits, Access, Management, Auditing, Financial Accounting, Financial Analysis
Education
SUNY 2002 — 2006
B.S, Accounting and Business
State University of New York College at Plattsburgh 2002 — 2006
Bacholer's, Accounting and Finance
James Landrum, CPA's UHY Advisors Experience October 2012 - August 2013
Job Finance Apple Inc.
Industry Consumer Electronics
Experience
Apple April 2014 - Present
TIBH Industries, Inc. August 2013 - March 2014
UHY Advisors October 2012 - August 2013
Vanguard Natural Resources, LLC April 2012 - September 2012
UHY Advisors June 2011 - April 2012
UHY Advisors September 2009 - June 2011
UHY Advisors January 2008 - March 2008
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, SEC reporting, SOX, Audit, US GAAP, Financial Analysis, Financial Accounting, General Ledger, CPA, External Audit, Account Reconciliation, Assurance, Variance Analysis, Sarbanes-Oxley, Due Diligence, Financial Statements, Revenue Recognition, Cash Flow, 10K, XBRL, Public Companies, 10Q, FASB, SEC filings, Sarbanes-Oxley Act, Finance, GAAP, Mergers & Acquisitions, Valuation
Education
Texas A&M University - Mays Business School 2008 — 2009
Master of Science, Finance
Texas A&M University - Mays Business School 2004 — 2009
Bachelor of Business Administration, Accounting
Apple April 2014 - Present
TIBH Industries, Inc. August 2013 - March 2014
UHY Advisors October 2012 - August 2013
Vanguard Natural Resources, LLC April 2012 - September 2012
UHY Advisors June 2011 - April 2012
UHY Advisors September 2009 - June 2011
UHY Advisors January 2008 - March 2008
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, SEC reporting, SOX, Audit, US GAAP, Financial Analysis, Financial Accounting, General Ledger, CPA, External Audit, Account Reconciliation, Assurance, Variance Analysis, Sarbanes-Oxley, Due Diligence, Financial Statements, Revenue Recognition, Cash Flow, 10K, XBRL, Public Companies, 10Q, FASB, SEC filings, Sarbanes-Oxley Act, Finance, GAAP, Mergers & Acquisitions, Valuation
Education
Texas A&M University - Mays Business School 2008 — 2009
Master of Science, Finance
Texas A&M University - Mays Business School 2004 — 2009
Bachelor of Business Administration, Accounting
Benjamin Snead Benjamin Snead's UHY Advisors Experience September 2010 - November 2014
Job Audit Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2015 - Present
BDO USA, LLP December 2014 - July 2015
UHY Advisors September 2010 - November 2014
R.J. O'Brien July 2005 - August 2005
Skills
Excel, Financial Reporting, SOX, Golf, Oil & Gas Industry, Sarbanes-Oxley, External Audit, Financial Statements, CPA, Auditing, US GAAP, GAAP, SEC filings, Financial Accounting, Microsoft Excel, SEC Filings, Sarbanes-Oxley Act
Education
Texas A&M University 2005 — 2010
Masters, Accounting
BDO USA, LLP August 2015 - Present
BDO USA, LLP December 2014 - July 2015
UHY Advisors September 2010 - November 2014
R.J. O'Brien July 2005 - August 2005
Skills
Excel, Financial Reporting, SOX, Golf, Oil & Gas Industry, Sarbanes-Oxley, External Audit, Financial Statements, CPA, Auditing, US GAAP, GAAP, SEC filings, Financial Accounting, Microsoft Excel, SEC Filings, Sarbanes-Oxley Act
Education
Texas A&M University 2005 — 2010
Masters, Accounting
Natalie (Bigelow) Hannah, PHR, SHRM-CP Natalie (Bigelow) Hannah, PHR, SHRM-CP's UHY Advisors Experience January 2013 - February 2013
Job Regulatory Compliance Specialist at Baylor College of Medicine
Industry Human Resources
Experience
Baylor College of Medicine June 2015 - Present
Francesca's Collections February 2013 - May 2015
UHY Advisors January 2013 - February 2013
UHY Advisors April 2011 - December 2012
Visual Comfort August 2004 - April 2011
Skills
Human Resources, Recruiting, FMLA, Employee Benefits, HRIS, Onboarding, ADP Payroll, Employee Relations, Employment Law, I-9 Compliance, Exit Interviews, New Hire Orientation, Open Enrollment, E-Verify, Payroll Administration, Pre-Employment Screening, Unemployment Claims, Employment Verifications, Compliance, Employee Engagement, California Labor Law, ADA compliance, Ultipro, iCIMS, Sourcing, Internet Recruiting, Hiring, Customer Service, Vendor Relationships
Education
Texas A&M University 2000 — 2004
Bachelor of Science, Sociology
Baylor College of Medicine June 2015 - Present
Francesca's Collections February 2013 - May 2015
UHY Advisors January 2013 - February 2013
UHY Advisors April 2011 - December 2012
Visual Comfort August 2004 - April 2011
Skills
Human Resources, Recruiting, FMLA, Employee Benefits, HRIS, Onboarding, ADP Payroll, Employee Relations, Employment Law, I-9 Compliance, Exit Interviews, New Hire Orientation, Open Enrollment, E-Verify, Payroll Administration, Pre-Employment Screening, Unemployment Claims, Employment Verifications, Compliance, Employee Engagement, California Labor Law, ADA compliance, Ultipro, iCIMS, Sourcing, Internet Recruiting, Hiring, Customer Service, Vendor Relationships
Education
Texas A&M University 2000 — 2004
Bachelor of Science, Sociology
Andrea Yates Andrea Yates's UHY Advisors Experience January 2014 - April 2014
Job Accountant
Industry Accounting
Experience
UHY Advisors January 2014 - April 2014
Law Office of Dawna M. Hale June 2011 - December 2011
Mallon & Hale, Ltd. October 2007 - December 2010
Skills
Microsoft Excel, Outlook, Microsoft Word, QuickBooks, PowerPoint, Microsoft Office, Tax, Accounting, Access, Research, Data Entry, Customer Service, Legal Research, Accounting Research, RAI Checkpoint, Machine Transcription, Tax Preparation, SAP, Time Management, Bookkeeping, Income Tax, Financial Accounting, Financial Statements, Financial Reporting
Education
Southern Illinois University Edwardsville 2013 — 2014
Master's Degree, Accountancy, 3.6
Southern Illinois University, Edwardsville 2011 — 2013
Bachelor's degree, Accounting, 3.3 GPA
Southwestern Illinois College 2006 — 2007
Associate of Applied Science, Paralegal Studies
UHY Advisors January 2014 - April 2014
Law Office of Dawna M. Hale June 2011 - December 2011
Mallon & Hale, Ltd. October 2007 - December 2010
Skills
Microsoft Excel, Outlook, Microsoft Word, QuickBooks, PowerPoint, Microsoft Office, Tax, Accounting, Access, Research, Data Entry, Customer Service, Legal Research, Accounting Research, RAI Checkpoint, Machine Transcription, Tax Preparation, SAP, Time Management, Bookkeeping, Income Tax, Financial Accounting, Financial Statements, Financial Reporting
Education
Southern Illinois University Edwardsville 2013 — 2014
Master's Degree, Accountancy, 3.6
Southern Illinois University, Edwardsville 2011 — 2013
Bachelor's degree, Accounting, 3.3 GPA
Southwestern Illinois College 2006 — 2007
Associate of Applied Science, Paralegal Studies
Beatrice Diehl Beatrice Diehl's UHY Advisors Experience January 2005 - February 2010
Job Assistant Comptroller at The College of Saint Rose
Industry Accounting
Experience
The College of Saint Rose February 2010 - Present
UHY Advisors January 2005 - February 2010
Momentive Performance Materials March 2008 - October 2008
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, GAAP, QuickBooks, Tax, Financial Accounting, Tax Preparation, US GAAP, Financial Statements, General Ledger, Tax Accounting, Internal Audit, Financial Analysis
Education
Siena College 2003 — 2005
Accounting
The College of Saint Rose February 2010 - Present
UHY Advisors January 2005 - February 2010
Momentive Performance Materials March 2008 - October 2008
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, GAAP, QuickBooks, Tax, Financial Accounting, Tax Preparation, US GAAP, Financial Statements, General Ledger, Tax Accounting, Internal Audit, Financial Analysis
Education
Siena College 2003 — 2005
Accounting
Vanessa Williamson, CPA Vanessa Williamson, CPA's UHY Advisors Experience January 2009 - April 2012
Job Provision Manager at Core Laboratories
Industry Accounting
Experience
Core Laboratories August 2015 - Present
Core Laboratories August 2014 - July 2015
Core Laboratories April 2012 - August 2014
UHY Advisors January 2009 - April 2012
Skills
Tax, Tax Research, US GAAP, Accounting, CPA, US Tax, Partnership Taxation, Corporate Tax, GAAP, General Ledger, Income Tax, Tax Preparation, Tax Accounting
Education
University of Houston, C.T. Bauer College of Business 2005 — 2008
Masters of Science in Accountancy, Accounting
San Jacinto College 2003 — 2005
Associate of Science (A.S.), Accounting
Core Laboratories August 2015 - Present
Core Laboratories August 2014 - July 2015
Core Laboratories April 2012 - August 2014
UHY Advisors January 2009 - April 2012
Skills
Tax, Tax Research, US GAAP, Accounting, CPA, US Tax, Partnership Taxation, Corporate Tax, GAAP, General Ledger, Income Tax, Tax Preparation, Tax Accounting
Education
University of Houston, C.T. Bauer College of Business 2005 — 2008
Masters of Science in Accountancy, Accounting
San Jacinto College 2003 — 2005
Associate of Science (A.S.), Accounting
Lanny Schrib Lanny Schrib's UHY Advisors Experience August 2006 - September 2010
Job Business Manager (M&A Home Equity)
Industry Financial Services
Experience
Capital One March 2011 - Present
UHY Advisors August 2006 - September 2010
Duff & Phelps January 2005 - August 2006
FTI Consulting January 2002 - January 2005
Skills
Analytics, Data Analysis, Financial Modeling, Analysis, SQL, Valuation, Finance, Financial Reporting, VBA, Credit Risk
Education
Texas A&M University 2001 — 2001
M.S., Management Information Systems
Texas A&M University 1996 — 2000
B.S., Computer Engineering
Capital One March 2011 - Present
UHY Advisors August 2006 - September 2010
Duff & Phelps January 2005 - August 2006
FTI Consulting January 2002 - January 2005
Skills
Analytics, Data Analysis, Financial Modeling, Analysis, SQL, Valuation, Finance, Financial Reporting, VBA, Credit Risk
Education
Texas A&M University 2001 — 2001
M.S., Management Information Systems
Texas A&M University 1996 — 2000
B.S., Computer Engineering
Rachel Harpootlian Rachel Harpootlian's UHY Advisors Experience September 2000 - February 2003
Job CFO at CMA Consulting
Industry Information Technology and Services
Experience
CMA Consulting September 2004 - Present
New York State Police February 2003 - September 2004
UHY Advisors September 2000 - February 2003
Skills
Strategic Planning, Business Process..., Risk Management, Process Improvement, Business Analysis, Finance, Financial Audits, Budgets, Financial Reporting, Change Management, Managerial Finance, Tax, Business Intelligence, IT Strategy, Executive Management, Management
Education
SUNY Oswego 1993 — 1997
BS, Accounting
CMA Consulting September 2004 - Present
New York State Police February 2003 - September 2004
UHY Advisors September 2000 - February 2003
Skills
Strategic Planning, Business Process..., Risk Management, Process Improvement, Business Analysis, Finance, Financial Audits, Budgets, Financial Reporting, Change Management, Managerial Finance, Tax, Business Intelligence, IT Strategy, Executive Management, Management
Education
SUNY Oswego 1993 — 1997
BS, Accounting
Niki Burger Niki Burger's UHY Advisors Experience February 2008 - January 2010
Job CPA, VP Finance at LogicSource, Inc.
Industry Outsourcing/Offshoring
Experience
LogicSource, Inc. January 2015 - Present
LogicSource, Inc. July 2014 - January 2015
Title Nine December 2013 - July 2014
Title Nine September 2012 - December 2013
Umpqua Bank March 2012 - September 2012
Umpqua Bank April 2011 - March 2012
Stevens Group, CPA February 2010 - April 2011
UHY Advisors February 2008 - January 2010
Marvin and Company, P.C. July 2007 - December 2007
Skills
Financial Analysis, Internal Controls, Auditing, Financial Reporting, Accounting, Financial Statements
Education
Siena College
B.S, Business / Accounting
Shenendehowa HS
LogicSource, Inc. January 2015 - Present
LogicSource, Inc. July 2014 - January 2015
Title Nine December 2013 - July 2014
Title Nine September 2012 - December 2013
Umpqua Bank March 2012 - September 2012
Umpqua Bank April 2011 - March 2012
Stevens Group, CPA February 2010 - April 2011
UHY Advisors February 2008 - January 2010
Marvin and Company, P.C. July 2007 - December 2007
Skills
Financial Analysis, Internal Controls, Auditing, Financial Reporting, Accounting, Financial Statements
Education
Siena College
B.S, Business / Accounting
Shenendehowa HS
William Perrella William Perrella's UHY Advisors Experience September 2012 - November 2014
Job Litigation Associate / Forensic Analyst at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors September 2012 - November 2014
Education
Sam Houston State University 2007 — 2011
Bachelor of Science (B.S.), Computer Science
BDO USA, LLP December 2014 - Present
UHY Advisors September 2012 - November 2014
Education
Sam Houston State University 2007 — 2011
Bachelor of Science (B.S.), Computer Science
Jaime (Stone) Chisolm, MBA Jaime (Stone) Chisolm, MBA's UHY Advisors Experience November 2011 - August 2012
Job Executive Recruiter **Over 4000 Connections**
Industry Accounting
Experience
Chisolm Leigh May 2014 - Present
SolomonEdwardsGroup September 2012 - May 2014
San Jacinto College January 2010 - December 2012
UHY Advisors November 2011 - August 2012
Preston Lakes, LLC March 2010 - August 2010
2005 Island Operating Company August 2002 - December 2005
Knape & Knape CPA August 2001 - November 2001
Lockheed Martin May 2000 - August 2000
Skills
Key Client Relationships, Client Relations Skills, Personnel Management, Account Management, Communication, Career Strategist, Recruiting, Resume Writing, Accounting, Auditing, Financial Analysis, Financial Reporting, QuickBooks, Leadership, Forecasting, Human Resources, Analysis, Payroll, Management, Access, Accounts Receivable, Variance Analysis, Financial Accounting, Finance, Tax, Budgets, Public Speaking, Cost Accounting, Managerial Finance, Employee Relations, Internal Audit, Banking, Invoicing, Financial Modeling, Process Improvement, Internal Controls, General Ledger, Accounts Payable, Management Consulting, SAP, Marketing, Microsoft Office, Microsoft Excel, Mergers & Acquisitions, Data Analysis, Training, PeopleSoft, Data Entry, Business Planning, Risk Management
Education
University of Louisiana at Lafayette 2002 — 2005
MBA, Business Administration
Texas A&M University 1997 — 2001
BA, History/Business Admin
Chisolm Leigh May 2014 - Present
SolomonEdwardsGroup September 2012 - May 2014
San Jacinto College January 2010 - December 2012
UHY Advisors November 2011 - August 2012
Preston Lakes, LLC March 2010 - August 2010
2005 Island Operating Company August 2002 - December 2005
Knape & Knape CPA August 2001 - November 2001
Lockheed Martin May 2000 - August 2000
Skills
Key Client Relationships, Client Relations Skills, Personnel Management, Account Management, Communication, Career Strategist, Recruiting, Resume Writing, Accounting, Auditing, Financial Analysis, Financial Reporting, QuickBooks, Leadership, Forecasting, Human Resources, Analysis, Payroll, Management, Access, Accounts Receivable, Variance Analysis, Financial Accounting, Finance, Tax, Budgets, Public Speaking, Cost Accounting, Managerial Finance, Employee Relations, Internal Audit, Banking, Invoicing, Financial Modeling, Process Improvement, Internal Controls, General Ledger, Accounts Payable, Management Consulting, SAP, Marketing, Microsoft Office, Microsoft Excel, Mergers & Acquisitions, Data Analysis, Training, PeopleSoft, Data Entry, Business Planning, Risk Management
Education
University of Louisiana at Lafayette 2002 — 2005
MBA, Business Administration
Texas A&M University 1997 — 2001
BA, History/Business Admin
Robyn Pye's UHY Advisors Experience January 2000 - August 2012
Job CPA at Seale & Associates, PC
Industry Accounting
Experience
Seale & Associates PC August 2012 - Present
UHY Advisors January 2000 - August 2012
Skills
Tax Accounting, Tax Research, Tax, Corporate Tax, General Ledger, Accounting, CPA, Tax Preparation, C-Corp, US Tax, Financial Analysis, Income Tax, Partnership Taxation, Internal Controls
Education
Texas A&M University 1991 — 1995
BBA, Accounting
Seale & Associates PC August 2012 - Present
UHY Advisors January 2000 - August 2012
Skills
Tax Accounting, Tax Research, Tax, Corporate Tax, General Ledger, Accounting, CPA, Tax Preparation, C-Corp, US Tax, Financial Analysis, Income Tax, Partnership Taxation, Internal Controls
Education
Texas A&M University 1991 — 1995
BBA, Accounting
Pravin Kanneganti's UHY Advisors Experience June 2010 - October 2012
Job CFO at BlackGold Capital Management LP
Industry Investment Management
Experience
BlackGold Capital Management LP June 2015 - Present
BlackGold Capital Management LP October 2012 - May 2015
UHY Advisors June 2010 - October 2012
Education
Southern Methodist University 2009 — 2010
Master of Science (M.S.), Accounting - Tax Concentration
Texas A&M University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
BlackGold Capital Management LP June 2015 - Present
BlackGold Capital Management LP October 2012 - May 2015
UHY Advisors June 2010 - October 2012
Education
Southern Methodist University 2009 — 2010
Master of Science (M.S.), Accounting - Tax Concentration
Texas A&M University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Bill Hickl Bill Hickl's UHY Advisors Experience September 1988 - November 2014
Job Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors September 1988 - November 2014
Skills
Income Tax, Individual Taxation, Corporate Tax, Partnership Taxation, S Corporations, Gift Tax, Estate Tax Planning, High Net Worth..., Private Foundations, Tax Research, Tax, Private Equity, Tax Accounting, Estate Planning, Trusts, Mergers & Acquisitions, CPA, International Tax, SEC filings, Business Valuation, Forensic Accounting, Property Tax, Tax Law, Tax Preparation, GAAP, Tax Advisory, Tax Returns, US GAAP
Education
Texas A&M University - Mays Business School 2006 — 2008
MBA, Finance
University of Houston 1982 — 1986
BDO USA, LLP December 2014 - Present
UHY Advisors September 1988 - November 2014
Skills
Income Tax, Individual Taxation, Corporate Tax, Partnership Taxation, S Corporations, Gift Tax, Estate Tax Planning, High Net Worth..., Private Foundations, Tax Research, Tax, Private Equity, Tax Accounting, Estate Planning, Trusts, Mergers & Acquisitions, CPA, International Tax, SEC filings, Business Valuation, Forensic Accounting, Property Tax, Tax Law, Tax Preparation, GAAP, Tax Advisory, Tax Returns, US GAAP
Education
Texas A&M University - Mays Business School 2006 — 2008
MBA, Finance
University of Houston 1982 — 1986
Mary Fenlon Mary Fenlon's UHY Advisors Experience 1994 - 1996
Job Experienced Accounting/Finance Professional
Industry Consumer Goods
Experience
ITW Labels and Bay Area Labels - Illinois Tool Works companies February 2009 - February 2013
CitiMortgage, Inc. April 2007 - February 2009
McEagle Development October 2001 - April 2007
Wainwright Industries 1996 - 2001
UHY Advisors 1994 - 1996
Deloitte 1987 - 1991
Skills
Strategic Planning, Accounting, Financial Reporting, Cost Accounting, Financial Analysis, Internal Controls, Forecasting, Financial Accounting, Variance Analysis, Finance, Leadership, Process Improvement, Financial Statements, GAAP, Payroll, Pricing, Budgets, Internal Audit, Auditing, Management
Education
University of Missouri-Saint Louis 1986 — 1987
B.S. in Business Administration, Accounting
Southeast Missouri State University 1983 — 1986
ITW Labels and Bay Area Labels - Illinois Tool Works companies February 2009 - February 2013
CitiMortgage, Inc. April 2007 - February 2009
McEagle Development October 2001 - April 2007
Wainwright Industries 1996 - 2001
UHY Advisors 1994 - 1996
Deloitte 1987 - 1991
Skills
Strategic Planning, Accounting, Financial Reporting, Cost Accounting, Financial Analysis, Internal Controls, Forecasting, Financial Accounting, Variance Analysis, Finance, Leadership, Process Improvement, Financial Statements, GAAP, Payroll, Pricing, Budgets, Internal Audit, Auditing, Management
Education
University of Missouri-Saint Louis 1986 — 1987
B.S. in Business Administration, Accounting
Southeast Missouri State University 1983 — 1986
Kern Goss Kern Goss's UHY Advisors Experience January 2002 - September 2011
Job Retired
Industry Accounting
Experience
Quorum Business Solutions September 2013 - Present
URSA Resources Group II November 2012 - Present
Accretive Solutions July 2012 - Present
Adams Harris October 2011 - July 2012
UHY Advisors January 2002 - September 2011
Bolo Systems, Inc. 2007 - 2008
Jefferson Wells International 1999 - 2002
Fina Oil and Chemical 1997 - 1999
Total Exploration and Production 1997 - 1999
Total E&P 1995 - 1997
Skills
Finance, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Financial Modeling, SEC filings, Tax, Forecasting, Process Improvement, Corporate Finance, US GAAP, ERP, Consolidation, Strategic Financial..., GAAP, Financial Accounting, Hyperion Enterprise, Variance Analysis, Financial Audits, Analysis, Accounts Payable, Fixed Assets, Account Reconciliation
Education
University of Louisiana at Lafayette 1980 — 1983
MBA
The University of Texas at Arlington - College of Business 1973 — 1975
BBA
Texas A&M University 1971 — 1973
Quorum Business Solutions September 2013 - Present
URSA Resources Group II November 2012 - Present
Accretive Solutions July 2012 - Present
Adams Harris October 2011 - July 2012
UHY Advisors January 2002 - September 2011
Bolo Systems, Inc. 2007 - 2008
Jefferson Wells International 1999 - 2002
Fina Oil and Chemical 1997 - 1999
Total Exploration and Production 1997 - 1999
Total E&P 1995 - 1997
Skills
Finance, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Financial Modeling, SEC filings, Tax, Forecasting, Process Improvement, Corporate Finance, US GAAP, ERP, Consolidation, Strategic Financial..., GAAP, Financial Accounting, Hyperion Enterprise, Variance Analysis, Financial Audits, Analysis, Accounts Payable, Fixed Assets, Account Reconciliation
Education
University of Louisiana at Lafayette 1980 — 1983
MBA
The University of Texas at Arlington - College of Business 1973 — 1975
BBA
Texas A&M University 1971 — 1973
Elizabeth Keane Elizabeth Keane's UHY Advisors Experience June 2004 - August 2006
Job Recruiting Manager at athenahealth
Industry Information Technology and Services
Experience
athenahealth February 2012 - Present
Liberty Mutual Insurance February 2009 - February 2012
Brown Rudnick Berlack Israels LLP March 2008 - December 2008
Grant Thornton September 2006 - March 2008
UHY Advisors June 2004 - August 2006
Skills
Talent Acquisition, College Recruiting, Full-cycle Recruiting, Diversity Recruitment, Interviewing, SDLC, Interviews, Recruiting, Onboarding, Applicant Tracking..., Sourcing, Human Resources, Training, Workforce Planning, Management, Talent Management, Career Counseling, New Hire Orientations, Technical Recruiting, Marketing, CRM, Hiring, Internet Recruiting, Time Management, Business Development, Taleo, Program Management, Networking
Education
Siena College 2001 — 2005
B.S., Marketing and Management
athenahealth February 2012 - Present
Liberty Mutual Insurance February 2009 - February 2012
Brown Rudnick Berlack Israels LLP March 2008 - December 2008
Grant Thornton September 2006 - March 2008
UHY Advisors June 2004 - August 2006
Skills
Talent Acquisition, College Recruiting, Full-cycle Recruiting, Diversity Recruitment, Interviewing, SDLC, Interviews, Recruiting, Onboarding, Applicant Tracking..., Sourcing, Human Resources, Training, Workforce Planning, Management, Talent Management, Career Counseling, New Hire Orientations, Technical Recruiting, Marketing, CRM, Hiring, Internet Recruiting, Time Management, Business Development, Taleo, Program Management, Networking
Education
Siena College 2001 — 2005
B.S., Marketing and Management
Julie Strauss, PHR, SHRM-CP's UHY Advisors Experience November 2007 - May 2013
Job Director of Human Resources at Kanaly Trust, LTA
Industry Financial Services
Experience
Kanaly Trust, LTA May 2013 - Present
UHY Advisors November 2007 - May 2013
PricewaterhouseCoopers 2003 - 2008
Ernst & Young 1998 - 2002
Skills
HRIS, Onboarding, College Recruiting, Deferred Compensation, Employee Benefits, Succession Planning, Employee Relations, Talent Acquisition, Workforce Planning, Recruiting, Talent Management, Consulting, Organizational Design, Payroll, Mergers & Acquisitions, Accounting, Human Resources
Education
Texas A&M University - Mays Business School 1994 — 1998
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Bellaire High School
Bellaire High School
Texas A&M University
BS, Business Administration and Management, General
Kanaly Trust, LTA May 2013 - Present
UHY Advisors November 2007 - May 2013
PricewaterhouseCoopers 2003 - 2008
Ernst & Young 1998 - 2002
Skills
HRIS, Onboarding, College Recruiting, Deferred Compensation, Employee Benefits, Succession Planning, Employee Relations, Talent Acquisition, Workforce Planning, Recruiting, Talent Management, Consulting, Organizational Design, Payroll, Mergers & Acquisitions, Accounting, Human Resources
Education
Texas A&M University - Mays Business School 1994 — 1998
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Bellaire High School
Bellaire High School
Texas A&M University
BS, Business Administration and Management, General
Jaime Righi's UHY Advisors Experience March 2011 - April 2013
Job HRIS Specialist at Mediacom Communications
Industry Human Resources
Experience
Mediacom Communications November 2014 - Present
Albany Medical Center April 2013 - November 2014
Siena College September 2010 - May 2013
UHY Advisors March 2011 - April 2013
American Eagle Outfitters 2009 - 2011
Education
Siena College 2009 — 2013
BS, Management, Minor in Spanish, 3.65
Mediacom Communications November 2014 - Present
Albany Medical Center April 2013 - November 2014
Siena College September 2010 - May 2013
UHY Advisors March 2011 - April 2013
American Eagle Outfitters 2009 - 2011
Education
Siena College 2009 — 2013
BS, Management, Minor in Spanish, 3.65
David Dollinger's UHY Advisors Experience January 2010 - June 2013
Job Senior Director at Riveron Consulting
Industry Accounting
Experience
Riveron Consulting July 2013 - Present
UHY Advisors January 2010 - June 2013
Adams Harris June 2008 - January 2010
CHR Solutions July 2006 - June 2008
First Step Computer Services June 2003 - July 2006
EP Power Finance (El Paso Corporation) 2002 - 2003
El Paso Corporation 1998 - 2003
Skills
Due Diligence, Financial Analysis, Accounting, Financial Modeling, Business Strategy, Risk Management, Process Improvement, Financial Reporting, Strategic Planning, Corporate Finance, Forecasting, IPO Readiness, Audit Readiness, Mergers & Acquisitions, Quality of Earnings, Working Capital Analysis, Accounting Integration, Business Integration, Purchas Accounting, Carve Out Assistance, Sell-side Advisory, Corporate FP&A, Technical Accounting..., Opening Balance Sheet, SEC Financial Reporting, Interim Financial..., Board Books, Data Room Population, Cash Flow Forecasting
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance & Entrepreneurship
Texas A&M University 1989 — 1993
BA, Economics
Lamar High School 1985 — 1989
Riveron Consulting July 2013 - Present
UHY Advisors January 2010 - June 2013
Adams Harris June 2008 - January 2010
CHR Solutions July 2006 - June 2008
First Step Computer Services June 2003 - July 2006
EP Power Finance (El Paso Corporation) 2002 - 2003
El Paso Corporation 1998 - 2003
Skills
Due Diligence, Financial Analysis, Accounting, Financial Modeling, Business Strategy, Risk Management, Process Improvement, Financial Reporting, Strategic Planning, Corporate Finance, Forecasting, IPO Readiness, Audit Readiness, Mergers & Acquisitions, Quality of Earnings, Working Capital Analysis, Accounting Integration, Business Integration, Purchas Accounting, Carve Out Assistance, Sell-side Advisory, Corporate FP&A, Technical Accounting..., Opening Balance Sheet, SEC Financial Reporting, Interim Financial..., Board Books, Data Room Population, Cash Flow Forecasting
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance & Entrepreneurship
Texas A&M University 1989 — 1993
BA, Economics
Lamar High School 1985 — 1989
Matt Eckert's UHY Advisors Experience November 2012 - November 2014
Job
Industry Information Technology and Services
Experience
Willis Group US December 2014 - Present
UHY Advisors November 2012 - November 2014
Experis (formerly COMSYS) 2003 - November 2012
Hall Kinion 1998 - 2003
Spherion (formerly Interim Technology) 1996 - 1998
Skills
Cross-functional Team..., Organizational..., Social Media, Applicant Tracking..., Staffing Services, Talent Acquisition, Technical Recruiting, Vendor Management, Sales Management, Process Improvement, Team Building, Management, Sourcing, Program Management, Account Management, Contract Negotiation, ERP, Business Development, Management Consulting, Direct Sales, Information Technology, IT Service Management, Outsourcing, Professional Services, Leadership, CRM, Recruiting, Business Process..., Consulting, SDLC, Business Intelligence, Executive Search, Staff Augmentation, Internet Recruiting, Business Analysis, Strategy, Temporary Placement, Contract Recruitment
Education
Texas A&M University 1994 — 1996
BBA
Willis Group US December 2014 - Present
UHY Advisors November 2012 - November 2014
Experis (formerly COMSYS) 2003 - November 2012
Hall Kinion 1998 - 2003
Spherion (formerly Interim Technology) 1996 - 1998
Skills
Cross-functional Team..., Organizational..., Social Media, Applicant Tracking..., Staffing Services, Talent Acquisition, Technical Recruiting, Vendor Management, Sales Management, Process Improvement, Team Building, Management, Sourcing, Program Management, Account Management, Contract Negotiation, ERP, Business Development, Management Consulting, Direct Sales, Information Technology, IT Service Management, Outsourcing, Professional Services, Leadership, CRM, Recruiting, Business Process..., Consulting, SDLC, Business Intelligence, Executive Search, Staff Augmentation, Internet Recruiting, Business Analysis, Strategy, Temporary Placement, Contract Recruitment
Education
Texas A&M University 1994 — 1996
BBA
Lundgren Richie, MBA's UHY Advisors Experience January 2005 - November 2010
Job Senior Tax Manager at Souhwest Water Company
Industry Accounting
Experience
Souhwest Water Company December 2010 - Present
Video Times, Inc. January 1998 - Present
UHY Advisors January 2005 - November 2010
Skills
Tax, Tax Research, Tax Accounting, Fixed Assets, Corporate Tax, Tax Preparation, Due Diligence, Tax Returns, Consolidation, Forecasting, Mergers & Acquisitions, Financial Analysis, Sarbanes-Oxley, Transfer Pricing, Property Tax, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls
Education
University of Phoenix 2005 — 2007
MBA, Business, 3.94
Texas A&M University 1978 — 1984
Bachelor’s Degree, Accounting
Souhwest Water Company December 2010 - Present
Video Times, Inc. January 1998 - Present
UHY Advisors January 2005 - November 2010
Skills
Tax, Tax Research, Tax Accounting, Fixed Assets, Corporate Tax, Tax Preparation, Due Diligence, Tax Returns, Consolidation, Forecasting, Mergers & Acquisitions, Financial Analysis, Sarbanes-Oxley, Transfer Pricing, Property Tax, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls
Education
University of Phoenix 2005 — 2007
MBA, Business, 3.94
Texas A&M University 1978 — 1984
Bachelor’s Degree, Accounting
Renee (Denton) Skillern's UHY Advisors Experience 2006 - 2007
Job Controller at Methodist Retirement Communities
Industry Hospital & Health Care
Experience
Methodist Retirement Communities April 2014 - Present
Inspection Oilfield Services November 2013 - Present
U.S. Physiatry LLC March 2012 - November 2013
Encore Discovery Solutions, an Epiq Systems Company June 2007 - March 2012
UHY Advisors 2006 - 2007
UHY 2006 - 2007
Karlins & Ramey, LLC 2006 - 2007
Skills
Internal Controls, Financial Reporting, Litigation Support, Sarbanes-Oxley Act, Accounting, Mergers & Acquisitions, Auditing, CPA, Process Improvement, Tax, Financial Analysis, QuickBooks, Financial Accounting
Education
Texas A&M University 1986 — 1990
BBA, Accounting
Texas A&M University
MS, EHRD
Methodist Retirement Communities April 2014 - Present
Inspection Oilfield Services November 2013 - Present
U.S. Physiatry LLC March 2012 - November 2013
Encore Discovery Solutions, an Epiq Systems Company June 2007 - March 2012
UHY Advisors 2006 - 2007
UHY 2006 - 2007
Karlins & Ramey, LLC 2006 - 2007
Skills
Internal Controls, Financial Reporting, Litigation Support, Sarbanes-Oxley Act, Accounting, Mergers & Acquisitions, Auditing, CPA, Process Improvement, Tax, Financial Analysis, QuickBooks, Financial Accounting
Education
Texas A&M University 1986 — 1990
BBA, Accounting
Texas A&M University
MS, EHRD
Barrett Popst's UHY Advisors Experience March 2005 - February 2006
Job Experienced Manager, Transaction Advisory Services at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP July 2015 - Present
Source Network Sales and Marketing, INC August 2013 - July 2015
Primcogent Solutions 2010 - May 2013
INCAP Fund February 2006 - February 2010
UHY Advisors March 2005 - February 2006
PricewaterhouseCoopers September 2003 - March 2005
Truckload USA 2001 - 2005
Skills
Accounting, Mergers, Finance, Healthcare, Real Estate, Due Diligence, Financial Analysis, Strategic Planning, Start-ups, Budgets, Asset Management, Financial Modeling, Business Development, Leadership, New Business Development, Business Strategy, Management, Valuation, Forecasting, Sales, Private Equity, Negotiation, Entrepreneurship, Investments, Mergers, Mergers & Acquisitions, Internal Controls, Financial Reporting, Financial Accounting, Auditing
Education
Southern Methodist University - Cox School of Business 2001 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Plano 1997 — 1999
Grant Thornton LLP July 2015 - Present
Source Network Sales and Marketing, INC August 2013 - July 2015
Primcogent Solutions 2010 - May 2013
INCAP Fund February 2006 - February 2010
UHY Advisors March 2005 - February 2006
PricewaterhouseCoopers September 2003 - March 2005
Truckload USA 2001 - 2005
Skills
Accounting, Mergers, Finance, Healthcare, Real Estate, Due Diligence, Financial Analysis, Strategic Planning, Start-ups, Budgets, Asset Management, Financial Modeling, Business Development, Leadership, New Business Development, Business Strategy, Management, Valuation, Forecasting, Sales, Private Equity, Negotiation, Entrepreneurship, Investments, Mergers, Mergers & Acquisitions, Internal Controls, Financial Reporting, Financial Accounting, Auditing
Education
Southern Methodist University - Cox School of Business 2001 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Plano 1997 — 1999
Andrew T. Smith's UHY Advisors Experience September 2008 - May 2009
Job Assistant Controller at Aspen Heights
Industry Accounting
Experience
Aspen Heights August 2015 - Present
Aspen Heights September 2012 - Present
Landmark Aviation August 2011 - September 2012
Wholesale Electric June 2009 - March 2012
UHY Advisors September 2008 - May 2009
Skills
Accounting, Internal Controls, GAAP, Financial Reporting, SEC filings, Sarbanes-Oxley Act, General Ledger, Accounts Payable, Variance Analysis, Accounts Receivable, Financial Analysis, Account Reconciliation, US GAAP, Forecasting, Auditing, Financial Accounting, Budgets, Microsoft Excel, CPA, Payroll, Finance, Tax, Financial Modeling
Education
Texas A&M University 2003 — 2008
BS, Accounting
Texas A&M University - Mays Business School 2003 — 2008
BBA, Accounting
Aspen Heights August 2015 - Present
Aspen Heights September 2012 - Present
Landmark Aviation August 2011 - September 2012
Wholesale Electric June 2009 - March 2012
UHY Advisors September 2008 - May 2009
Skills
Accounting, Internal Controls, GAAP, Financial Reporting, SEC filings, Sarbanes-Oxley Act, General Ledger, Accounts Payable, Variance Analysis, Accounts Receivable, Financial Analysis, Account Reconciliation, US GAAP, Forecasting, Auditing, Financial Accounting, Budgets, Microsoft Excel, CPA, Payroll, Finance, Tax, Financial Modeling
Education
Texas A&M University 2003 — 2008
BS, Accounting
Texas A&M University - Mays Business School 2003 — 2008
BBA, Accounting
Shannon Ehrisman's UHY Advisors Experience November 2005 - October 2008
Job Customer Account Representative at Columbus IT Partner
Industry Accounting
Experience
Columbus IT Partner May 2012 - July 2015
The TM Group, Inc. October 2008 - June 2011
UHY Advisors November 2005 - October 2008
Cintas July 2002 - November 2005
Victory Packaging July 1996 - August 2000
Skills
Customer Service, Microsoft Office, Microsoft Dynamics, CRM, Account Management, Sales, SharePoint, Epicor P21
Education
Schoolcraft College
Columbus IT Partner May 2012 - July 2015
The TM Group, Inc. October 2008 - June 2011
UHY Advisors November 2005 - October 2008
Cintas July 2002 - November 2005
Victory Packaging July 1996 - August 2000
Skills
Customer Service, Microsoft Office, Microsoft Dynamics, CRM, Account Management, Sales, SharePoint, Epicor P21
Education
Schoolcraft College
Brandon Satterwhite's UHY Advisors Experience May 2002 - September 2003
Job Senior Project Manager at Highmark Inc.
Industry Insurance
Experience
Highmark Inc. April 2014 - Present
Highmark Inc. December 2009 - April 2014
Kadix Systems January 2008 - December 2009
IBM Global Services September 2003 - January 2008
UHY Advisors May 2002 - September 2003
Skills
Business Process..., Information Security, Risk Management, Change Management
Education
Shippensburg University of Pennsylvania 1997 — 2002
BSBA, Accounting
Highmark Inc. April 2014 - Present
Highmark Inc. December 2009 - April 2014
Kadix Systems January 2008 - December 2009
IBM Global Services September 2003 - January 2008
UHY Advisors May 2002 - September 2003
Skills
Business Process..., Information Security, Risk Management, Change Management
Education
Shippensburg University of Pennsylvania 1997 — 2002
BSBA, Accounting
Anna Tomahatsch - Volper's UHY Advisors Experience January 2007 - February 2009
Job
Industry Human Resources
Experience
RBC Capital Markets March 2014 - Present
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.)/Bond Street December 2013 - March 2014
Geller & Company June 2011 - July 2013
UHY Advisors January 2007 - February 2009
Dresdner Kleinwort Wasserstein 2004 - 2007
Deutsche Bank 2000 - 2004
Skills
Talent Acquisition, Applicant Tracking..., Employee Relations, Recruiting, Onboarding, Strategy, HRIS, Interviews, Management, Temporary Placement, College Recruiting, Human Resources, Training, Performance Management, Employee Benefits, Internet Recruiting, Management Consulting, Deferred Compensation, Leadership, Employee Engagement, Talent Management, Benefits Administration, Personnel Management, PeopleSoft
Education
Syracuse University 1994 — 1998
BA, Political Science
RBC Capital Markets March 2014 - Present
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.)/Bond Street December 2013 - March 2014
Geller & Company June 2011 - July 2013
UHY Advisors January 2007 - February 2009
Dresdner Kleinwort Wasserstein 2004 - 2007
Deutsche Bank 2000 - 2004
Skills
Talent Acquisition, Applicant Tracking..., Employee Relations, Recruiting, Onboarding, Strategy, HRIS, Interviews, Management, Temporary Placement, College Recruiting, Human Resources, Training, Performance Management, Employee Benefits, Internet Recruiting, Management Consulting, Deferred Compensation, Leadership, Employee Engagement, Talent Management, Benefits Administration, Personnel Management, PeopleSoft
Education
Syracuse University 1994 — 1998
BA, Political Science
Dominic Gianino's UHY Advisors Experience January 2006 - August 2008
Job Property Acquisition Analyst
Industry Accounting
Experience
SDBG LLC September 2008 - Present
UHY Advisors January 2006 - August 2008
Unitrin May 2004 - March 2005
Education
Spring Hill College 1999 — 2004
MBA, Accounting
DeSmet Jesuit High School 1995 — 1999
SDBG LLC September 2008 - Present
UHY Advisors January 2006 - August 2008
Unitrin May 2004 - March 2005
Education
Spring Hill College 1999 — 2004
MBA, Accounting
DeSmet Jesuit High School 1995 — 1999
Annie Barnes's UHY Advisors Experience January 2008 - April 2011
Job External Reporting & Technical Accounting, KBR
Industry Construction
Experience
KBR, Inc. July 2012 - Present
Applied Habitats May 2011 - Present
UHY Advisors January 2008 - April 2011
Skills
Financial Reporting, Financial Accounting, SEC filings, External Audit, Assurance, Accounting, Auditing, Consolidation, Financial Analysis, Financial Statements, GAAP, SEC Filings, US GAAP
Education
University of Houston-Clear Lake 2004 — 2007
Master of Science (MS), Accounting
St. John's College (MD) 1990 — 1995
Bachelor of Arts (BA), Philosophy
KBR, Inc. July 2012 - Present
Applied Habitats May 2011 - Present
UHY Advisors January 2008 - April 2011
Skills
Financial Reporting, Financial Accounting, SEC filings, External Audit, Assurance, Accounting, Auditing, Consolidation, Financial Analysis, Financial Statements, GAAP, SEC Filings, US GAAP
Education
University of Houston-Clear Lake 2004 — 2007
Master of Science (MS), Accounting
St. John's College (MD) 1990 — 1995
Bachelor of Arts (BA), Philosophy
Philip Michelson's UHY Advisors Experience November 2013 - December 2014
Job Tax Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors November 2013 - December 2014
Abercrombie & Associates, PC July 2011 - November 2013
Baird W. Walker, PC December 2007 - June 2011
Rylander, Clay & Opitz, LLP June 2005 - December 2007
Skills
Tax, CPA, Accounting, Tax Accounting, Corporate Tax, QuickBooks, Income Tax, Tax Returns, S Corporations
Education
Texas A&M University 1999 — 2004
Lakeland
BDO USA, LLP December 2014 - Present
UHY Advisors November 2013 - December 2014
Abercrombie & Associates, PC July 2011 - November 2013
Baird W. Walker, PC December 2007 - June 2011
Rylander, Clay & Opitz, LLP June 2005 - December 2007
Skills
Tax, CPA, Accounting, Tax Accounting, Corporate Tax, QuickBooks, Income Tax, Tax Returns, S Corporations
Education
Texas A&M University 1999 — 2004
Lakeland
Erin Hutchinson's UHY Advisors Experience 2004 - 2006
Job Financial Grants Management Specialist at Crest Creek Consulting
Industry Accounting
Experience
FEMA Financial Grants Management SpecialistCrest Creek ConsultingMarch 2010 - Present
Master Key Consulting 2006 - 2007
UHY Advisors 2004 - 2006
Education
State University of New York College at Plattsburgh 2000 — 2004
FEMA Financial Grants Management SpecialistCrest Creek ConsultingMarch 2010 - Present
Master Key Consulting 2006 - 2007
UHY Advisors 2004 - 2006
Education
State University of New York College at Plattsburgh 2000 — 2004
Jennifer Coble, CPA's UHY Advisors Experience 2002 - 2004
Job Sr. Manager, Internal Audit
Industry Hospitality
Experience
Marriott International January 2005 - Present
UHY Advisors 2002 - 2004
Education
Shippensburg University of Pennsylvania 1997 — 2002
Marriott International January 2005 - Present
UHY Advisors 2002 - 2004
Education
Shippensburg University of Pennsylvania 1997 — 2002
Dennis Fernandez's UHY Advisors Experience June 2011 - December 2014
Job Litigation Senior Forensic Technology Services at BDO USA
Industry Legal Services
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors June 2011 - December 2014
Scarab Consulting December 2002 - June 2011
RLS / LIT Group, Inc. December 2002 - May 2008
LIT Group Inc. 2002 - 2008
St. Joseph's Hospital March 2004 - May 2004
Skills
Ringtail, iConect, Quality Assurance, ESI, Software Development, IPRO, Document Management, Access, Document Review, Adobe Acrobat, Records Management, SharePoint, Litigation Support, Relativity
Education
Texas Southern University 2000 — 2001
Certification, Software Development
University of Houston 1999 — 2000
Computer Science
San Jacinto College 1993 — 1995
AA, Mathematics
BDO USA, LLP December 2014 - Present
UHY Advisors June 2011 - December 2014
Scarab Consulting December 2002 - June 2011
RLS / LIT Group, Inc. December 2002 - May 2008
LIT Group Inc. 2002 - 2008
St. Joseph's Hospital March 2004 - May 2004
Skills
Ringtail, iConect, Quality Assurance, ESI, Software Development, IPRO, Document Management, Access, Document Review, Adobe Acrobat, Records Management, SharePoint, Litigation Support, Relativity
Education
Texas Southern University 2000 — 2001
Certification, Software Development
University of Houston 1999 — 2000
Computer Science
San Jacinto College 1993 — 1995
AA, Mathematics
Mesa Hodson's UHY Advisors Experience PrincipalUHY Advisors
Job Senior Director at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors PrincipalUHY Advisors
UHY Advisors TX, LLC 2003 - Present
Ernst & Young 1986 - 2003
Skills
Expatriate Tax, Income Tax, Expatriate Management, International Tax, Tax Research, Tax, Tax Advisory, US Tax, Partnership Taxation, Tax Preparation, State Tax, Tax Returns
Education
Texas Tech University 1977 — 1981
BDO USA, LLP December 2014 - Present
UHY Advisors PrincipalUHY Advisors
UHY Advisors TX, LLC 2003 - Present
Ernst & Young 1986 - 2003
Skills
Expatriate Tax, Income Tax, Expatriate Management, International Tax, Tax Research, Tax, Tax Advisory, US Tax, Partnership Taxation, Tax Preparation, State Tax, Tax Returns
Education
Texas Tech University 1977 — 1981
Mary Henderson's UHY Advisors Experience June 2006 - March 2008
Job Senior Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - January 2013
Clifton Gunderson LLP April 2008 - January 2012
UHY Advisors June 2006 - March 2008
Education
State University of New York College at Plattsburgh 2002 — 2006
CliftonLarsonAllen January 2012 - January 2013
Clifton Gunderson LLP April 2008 - January 2012
UHY Advisors June 2006 - March 2008
Education
State University of New York College at Plattsburgh 2002 — 2006
Kendra Belleville's UHY Advisors Experience January 2011 - Present
Job Tax Accountant at UHY Advisors
Industry Accounting
Experience
UHY Advisors January 2011 - Present
UHY Advisors January 2009 - April 2009
Skills
Tax, Tax Research, Tax Accounting, ProSystem fx Tax, Tax Preparation, Accounting, QuickBooks, Financial Reporting, Corporate Tax, Microsoft Excel
Education
Southern Illinois University, Carbondale 2009 — 2010
Masters of Accountancy, Taxation
Southern Illinois University, Carbondale 2005 — 2009
Bachelor of Science, Accountancy
UHY Advisors January 2011 - Present
UHY Advisors January 2009 - April 2009
Skills
Tax, Tax Research, Tax Accounting, ProSystem fx Tax, Tax Preparation, Accounting, QuickBooks, Financial Reporting, Corporate Tax, Microsoft Excel
Education
Southern Illinois University, Carbondale 2009 — 2010
Masters of Accountancy, Taxation
Southern Illinois University, Carbondale 2005 — 2009
Bachelor of Science, Accountancy
Lisa Story's UHY Advisors Experience 2005 - 2007
Job Accountant at Karlins & Ramey, LLC
Industry Accounting
Experience
Karlins & Ramey, LLC January 2008 - Present
UHY Advisors 2005 - 2007
Education
Sam Houston State University 1995 — 1999
Karlins & Ramey, LLC January 2008 - Present
UHY Advisors 2005 - 2007
Education
Sam Houston State University 1995 — 1999
Jeff Opitz's UHY Advisors Experience 2002 - 2007
Job CPA / Principal at Karlins Ramey & Tompkins, LLC
Industry Accounting
Experience
Karlins, Ramey & Tompkins, LLC January 2008 - Present
UHY Advisors 2002 - 2007
Skills
Accounts Payable, Financial Reporting, Construction Accounting, QuickBooks, General Ledger, GAAP, Tax Preparation, Tax, Accounting, CPA, Tax Returns, S Corporations, Corporate Tax, US GAAP, Internal Controls, Partnership Taxation, Tax Research, Financial Accounting
Education
Texas Tech University 1971 — 1975
BA - Accounting
Karlins, Ramey & Tompkins, LLC January 2008 - Present
UHY Advisors 2002 - 2007
Skills
Accounts Payable, Financial Reporting, Construction Accounting, QuickBooks, General Ledger, GAAP, Tax Preparation, Tax, Accounting, CPA, Tax Returns, S Corporations, Corporate Tax, US GAAP, Internal Controls, Partnership Taxation, Tax Research, Financial Accounting
Education
Texas Tech University 1971 — 1975
BA - Accounting
Michelle Melnar's UHY Advisors Experience June 2004 - December 2014
Job Tax Senior Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors June 2004 - December 2014
Skills
Accounting, Corporate Tax, Tax, Microsoft Office, Estate Planning, Estate & Gift Taxation, Gift Tax, High Net Worth..., SEC filings, Auditing, US GAAP, CPA, Tax Accounting, Tax Research, Financial Analysis, Financial Reporting, Income Tax, GAAP
Education
Texas A&M University 1999 — 2004
Texas A&M University - Mays Business School
BDO USA, LLP December 2014 - Present
UHY Advisors June 2004 - December 2014
Skills
Accounting, Corporate Tax, Tax, Microsoft Office, Estate Planning, Estate & Gift Taxation, Gift Tax, High Net Worth..., SEC filings, Auditing, US GAAP, CPA, Tax Accounting, Tax Research, Financial Analysis, Financial Reporting, Income Tax, GAAP
Education
Texas A&M University 1999 — 2004
Texas A&M University - Mays Business School
Kenneth McGivney's UHY Advisors Experience December 2001 - December 2008
Job Principal at The Bonadio Group
Industry Accounting
Experience
The Bonadio Group January 2013 - Present
The Bonadio Group September 2009 - December 2012
Momentive Performance Materials January 2009 - September 2009
UHY Advisors December 2001 - December 2008
IBM June 2000 - January 2001
Skills
Auditing, Accounting, GAAP, Internal Controls, Financial Reporting, Healthcare, US GAAP, Tax, Financial Accounting, Financial Analysis, Income Tax, General Ledger, Tax Preparation, Forensic Accounting, Accounts Receivable, Forecasting
Education
State University of New York College at Plattsburgh 1997 — 2001
BS, Accounting
The Bonadio Group January 2013 - Present
The Bonadio Group September 2009 - December 2012
Momentive Performance Materials January 2009 - September 2009
UHY Advisors December 2001 - December 2008
IBM June 2000 - January 2001
Skills
Auditing, Accounting, GAAP, Internal Controls, Financial Reporting, Healthcare, US GAAP, Tax, Financial Accounting, Financial Analysis, Income Tax, General Ledger, Tax Preparation, Forensic Accounting, Accounts Receivable, Forecasting
Education
State University of New York College at Plattsburgh 1997 — 2001
BS, Accounting
Craig Hatherly's UHY Advisors Experience July 2012 - April 2014
Job Director of Tax at Sterling Construction Company, Inc.
Industry Construction
Experience
Sterling Construction Company, Inc. April 2014 - Present
UHY Advisors July 2012 - April 2014
T-3 Energy Services October 2009 - June 2011
Cameron International October 2008 - October 2009
BJ Services April 2004 - October 2008
Reliant Energy October 1998 - March 2004
Ernst & Young LLP January 1993 - September 1998
Electronic Data Systems December 1988 - September 1992
Skills
Tax, Tax Accounting, Financial Reporting, Accounting, Tax Research, Sarbanes-Oxley Act, Corporate Tax, Big 4, Income Tax, Consolidation, Financial Analysis, US Tax, Due Diligence, FIN 48, Tax Advisory, International Tax
Education
Texas A&M University 1992 — 1993
MSA, Accounting
Texas State University 1984 — 1988
BBA, Accounting
Sterling Construction Company, Inc. April 2014 - Present
UHY Advisors July 2012 - April 2014
T-3 Energy Services October 2009 - June 2011
Cameron International October 2008 - October 2009
BJ Services April 2004 - October 2008
Reliant Energy October 1998 - March 2004
Ernst & Young LLP January 1993 - September 1998
Electronic Data Systems December 1988 - September 1992
Skills
Tax, Tax Accounting, Financial Reporting, Accounting, Tax Research, Sarbanes-Oxley Act, Corporate Tax, Big 4, Income Tax, Consolidation, Financial Analysis, US Tax, Due Diligence, FIN 48, Tax Advisory, International Tax
Education
Texas A&M University 1992 — 1993
MSA, Accounting
Texas State University 1984 — 1988
BBA, Accounting
Jeff Shamma's UHY Advisors Experience October 2005 - Present
Job Tax Senior Director at BDO USA, LLP
Industry Real Estate
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors October 2005 - Present
UHY Advisors September 2005 - Present
UHY Advisors SALT, LLC 2005 - Present
Ernst & Young February 2000 - September 2005
E & Y 2000 - 2005
Skills
Tax Accounting, Tax Research, Accounting, Real Estate, Property Tax, Financial Accounting, Tax Credits, Tax Law, Strategic Planning, Tax, Consulting, Tax Advisory, Microsoft Excel, Cash Management, Process Improvement, Due Diligence, Sales Tax, GAAP, Business Valuation, Sarbanes-Oxley Act
Education
Texas A&M University 1986 — 1991
BBA, Finance
BDO USA, LLP December 2014 - Present
UHY Advisors October 2005 - Present
UHY Advisors September 2005 - Present
UHY Advisors SALT, LLC 2005 - Present
Ernst & Young February 2000 - September 2005
E & Y 2000 - 2005
Skills
Tax Accounting, Tax Research, Accounting, Real Estate, Property Tax, Financial Accounting, Tax Credits, Tax Law, Strategic Planning, Tax, Consulting, Tax Advisory, Microsoft Excel, Cash Management, Process Improvement, Due Diligence, Sales Tax, GAAP, Business Valuation, Sarbanes-Oxley Act
Education
Texas A&M University 1986 — 1991
BBA, Finance
Brent Wengert, CPA's UHY Advisors Experience September 2002 - August 2004
Job General Manager Bakken Operations, QC Energy Resources at Quality Distribution
Industry Oil & Energy
Experience
Quality Distribution November 2013 - Present
Quality Distribution July 2012 - Present
Quality Distribution August 2011 - July 2012
PODS April 2010 - August 2011
Grant Thornton September 2004 - March 2010
UHY Advisors September 2002 - August 2004
Education
Siena College 1998 — 2002
BBA, Accounting
Quality Distribution November 2013 - Present
Quality Distribution July 2012 - Present
Quality Distribution August 2011 - July 2012
PODS April 2010 - August 2011
Grant Thornton September 2004 - March 2010
UHY Advisors September 2002 - August 2004
Education
Siena College 1998 — 2002
BBA, Accounting
Brian Stidd, CPA's UHY Advisors Experience June 2005 - January 2008
Job Controller for Morcon, Inc.
Industry Accounting
Experience
Morcon, Inc. January 2015 - Present
CMJ, LLP November 2011 - January 2015
Jeffrey T. Kilburn, MST, CPA February 2008 - November 2011
UHY Advisors June 2005 - January 2008
Skills
GAAP, Tax, US Tax, Tax Accounting, SEC filings, CCH ProSystem fx, Tax Preparation, CPA, Auditing, ProSystem fx Tax, US GAAP, Partnership Taxation, Accounting, Income Tax, Budgets
Education
Siena College 2001 — 2005
BA, Accounting
Morcon, Inc. January 2015 - Present
CMJ, LLP November 2011 - January 2015
Jeffrey T. Kilburn, MST, CPA February 2008 - November 2011
UHY Advisors June 2005 - January 2008
Skills
GAAP, Tax, US Tax, Tax Accounting, SEC filings, CCH ProSystem fx, Tax Preparation, CPA, Auditing, ProSystem fx Tax, US GAAP, Partnership Taxation, Accounting, Income Tax, Budgets
Education
Siena College 2001 — 2005
BA, Accounting
Sandra McFaul, CPA's UHY Advisors Experience January 2001 - August 2008
Job Tax Department Manager at Quintana Minerals Corp and Natural Resource Partners LP
Industry Oil & Energy
Experience
Quintana Minerals Corp and Natural Resource Partners LP August 2008 - Present
UHY Advisors January 2001 - August 2008
Skills
Tax, Tax Accounting, Tax Research, Corporate Tax, International Tax, CPA, Income Tax, GAAP, Financial Reporting, Accounting, Internal Controls
Education
Texas A&M University-Corpus Christi 1999 — 2000
Master’s Degree, Accountancy
Texas A&M University-Corpus Christi 1997 — 1999
Bachelor’s Degree, Business
Quintana Minerals Corp and Natural Resource Partners LP August 2008 - Present
UHY Advisors January 2001 - August 2008
Skills
Tax, Tax Accounting, Tax Research, Corporate Tax, International Tax, CPA, Income Tax, GAAP, Financial Reporting, Accounting, Internal Controls
Education
Texas A&M University-Corpus Christi 1999 — 2000
Master’s Degree, Accountancy
Texas A&M University-Corpus Christi 1997 — 1999
Bachelor’s Degree, Business
Eric Hennessey's UHY Advisors Experience May 2008 - Present
Job Senior Manager at UHY Advisors
Industry Accounting
Experience
UHY Advisors May 2008 - Present
UHY LLP 2005 - 2008
UHY LLP 2004 - 2005
Hedley & Co 2001 - 2004
UHY LLP 1997 - 2001
Skills
Manufacturing, Technology, Professional Service..., Consulting, Auditing, Accounting, Tax, Financial Reporting, US GAAP, Process Improvement, Income Tax, Due Diligence, Finance
Education
Siena College 1997 — 1999
Master of Business Administration (M.B.A.), Accounting
Siena College 1992 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
UHY Advisors May 2008 - Present
UHY LLP 2005 - 2008
UHY LLP 2004 - 2005
Hedley & Co 2001 - 2004
UHY LLP 1997 - 2001
Skills
Manufacturing, Technology, Professional Service..., Consulting, Auditing, Accounting, Tax, Financial Reporting, US GAAP, Process Improvement, Income Tax, Due Diligence, Finance
Education
Siena College 1997 — 1999
Master of Business Administration (M.B.A.), Accounting
Siena College 1992 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
Jill Nielsen's UHY Advisors Experience September 2006 - July 2010
Job Tax Analyst at The Ayco Company
Industry Accounting
Experience
The Ayco Company, L.P. July 2010 - Present
UHY Advisors September 2006 - July 2010
The Ayco Company, L.P. January 2006 - August 2006
Michael Crowley CPA September 2005 - December 2005
Education
Siena College
The Ayco Company, L.P. July 2010 - Present
UHY Advisors September 2006 - July 2010
The Ayco Company, L.P. January 2006 - August 2006
Michael Crowley CPA September 2005 - December 2005
Education
Siena College
Nicholas Sylvestro's UHY Advisors Experience January 2005 - Present
Job Account Executive at UHY Advisors
Industry Insurance
Experience
UHY Advisors January 2005 - Present
Brown & Brown February 2004 - November 2004
QualCare June 1995 - February 2004
Skills
Employee Benefits, Insurance, Healthcare, Sales Management, Certified Pharmacy..., Business Analysis, Account Management, Marketing, Strategic Planning, Workers Compensation, Health Insurance, Brokers, Disability Insurance, Life Insurance, Underwriting, Sales, Recruiting
Education
Seton Hall University 1969 — 1973
Bachelor of Arts (B.A.), Political Science and Government
UHY Advisors January 2005 - Present
Brown & Brown February 2004 - November 2004
QualCare June 1995 - February 2004
Skills
Employee Benefits, Insurance, Healthcare, Sales Management, Certified Pharmacy..., Business Analysis, Account Management, Marketing, Strategic Planning, Workers Compensation, Health Insurance, Brokers, Disability Insurance, Life Insurance, Underwriting, Sales, Recruiting
Education
Seton Hall University 1969 — 1973
Bachelor of Arts (B.A.), Political Science and Government
Kim Rigsby's UHY Advisors Experience August 2007 - August 2010
Job Senior Accountant
Industry Accounting
Experience
UHY Advisors August 2007 - August 2010
UHY Advisors, LLC August 2007 - August 2010
UHY Advisors, LLC2006 February 2006 - April 2006
Education
Texas A&M University - Mays Business School 2002 — 2007
Masters, Tax Accounting
Texas A&M University
B.B.A, Accounting
Texas A&M University
M.S, Accounting
UHY Advisors August 2007 - August 2010
UHY Advisors, LLC August 2007 - August 2010
UHY Advisors, LLC2006 February 2006 - April 2006
Education
Texas A&M University - Mays Business School 2002 — 2007
Masters, Tax Accounting
Texas A&M University
B.B.A, Accounting
Texas A&M University
M.S, Accounting
Jessie Meredith, CPA's UHY Advisors Experience June 2006 - April 2008
Job Audit at Hein & Associates
Industry Staffing and Recruiting
Experience
Hein & Associates November 2009 - Present
Robert Half Finance & Accounting May 2008 - May 2009
UHY Advisors June 2006 - April 2008
KPMG January 2005 - March 2005
Education
Texas A&M University - Mays Business School 2001 — 2006
Bachelors, Accounting
Texas A&M University - Mays Business School 2001 — 2006
Masters, Accounting
Hein & Associates November 2009 - Present
Robert Half Finance & Accounting May 2008 - May 2009
UHY Advisors June 2006 - April 2008
KPMG January 2005 - March 2005
Education
Texas A&M University - Mays Business School 2001 — 2006
Bachelors, Accounting
Texas A&M University - Mays Business School 2001 — 2006
Masters, Accounting
Angela Matos's UHY Advisors Experience February 2008 - January 2010
Job Senior HRIS Coordinator at Archcare
Industry Human Resources
Experience
Archcare September 2011 - Present
Archcare January 2010 - September 2011
UHY Advisors February 2008 - January 2010
UHY Advisors February 2008 - June 2009
Skills
HRIS, Human Resources, Employee Benefits, New Hire Orientations, Outlook, Management, FMLA, Benefits Administration, Employee Relations, Employee Engagement, ADP Payroll, Performance Management, Deferred Compensation, Training
Education
State University of New York Empire State College 2009 — 2015
Bachelor’s Degree
High School of Telecommunications
High School of Telecommunications
Archcare September 2011 - Present
Archcare January 2010 - September 2011
UHY Advisors February 2008 - January 2010
UHY Advisors February 2008 - June 2009
Skills
HRIS, Human Resources, Employee Benefits, New Hire Orientations, Outlook, Management, FMLA, Benefits Administration, Employee Relations, Employee Engagement, ADP Payroll, Performance Management, Deferred Compensation, Training
Education
State University of New York Empire State College 2009 — 2015
Bachelor’s Degree
High School of Telecommunications
High School of Telecommunications
Julie Grimmer's UHY Advisors Experience 2004 - 2007
Job Principal Auditor at CDPHP
Industry Insurance
Experience
CDPHP January 2014 - Present
IIA Albany Chapter 2011 - Present
CDPHP 2007 - January 2014
UHY Advisors 2004 - 2007
Skills
Sarbanes-Oxley, Auditing, Model Audit Rule, Financial Audits, Internal Controls, Health Insurance, Accounting, Sarbanes-Oxley Act, GAAP, Business Analysis, COSO, Internal Audit, Financial Analysis, CPA, Enterprise Risk..., Financial Reporting, Medicare, Insurance, Process Improvement
Education
Siena College
BBA, Accounting
CDPHP January 2014 - Present
IIA Albany Chapter 2011 - Present
CDPHP 2007 - January 2014
UHY Advisors 2004 - 2007
Skills
Sarbanes-Oxley, Auditing, Model Audit Rule, Financial Audits, Internal Controls, Health Insurance, Accounting, Sarbanes-Oxley Act, GAAP, Business Analysis, COSO, Internal Audit, Financial Analysis, CPA, Enterprise Risk..., Financial Reporting, Medicare, Insurance, Process Improvement
Education
Siena College
BBA, Accounting
Janice Lew's UHY Advisors Experience August 2003 - July 2008
Job Manager, Financial & Accounting Systems at Cheniere Energy, Inc.
Industry Oil & Energy
Experience
Cheniere Energy, Inc. July 2014 - Present
Cheniere Energy, Inc. December 2013 - July 2014
Cheniere Energy, Inc. September 2012 - December 2013
Cheniere Energy, Inc. February 2009 - May 2012
Cheniere Energy July 2008 - February 2009
UHY Advisors August 2003 - July 2008
Skills
Accounting, Corporate Tax, CPA, Financial Analysis, General Ledger, Tax Research, Tax, Financial Modeling, Tax Accounting, Sarbanes-Oxley Act, Budgets
Education
Texas A&M University - Mays Business School 1998 — 2003
Masters, Accounting - TAX
Texas A&M University - Mays Business School 1998 — 2003
BS, Accounting - TAX
Cheniere Energy, Inc. July 2014 - Present
Cheniere Energy, Inc. December 2013 - July 2014
Cheniere Energy, Inc. September 2012 - December 2013
Cheniere Energy, Inc. February 2009 - May 2012
Cheniere Energy July 2008 - February 2009
UHY Advisors August 2003 - July 2008
Skills
Accounting, Corporate Tax, CPA, Financial Analysis, General Ledger, Tax Research, Tax, Financial Modeling, Tax Accounting, Sarbanes-Oxley Act, Budgets
Education
Texas A&M University - Mays Business School 1998 — 2003
Masters, Accounting - TAX
Texas A&M University - Mays Business School 1998 — 2003
BS, Accounting - TAX
Angela Ashford's UHY Advisors Experience 2007 - 2010
Job Corporate Controller at Dynamic Fitness
Industry Health, Wellness and Fitness
Experience
The Dynamic Fitness July 2014 - Present
UHY Advisors 2007 - 2010
Nabors Industries June 2001 - March 2006
Service Corporation International (SCI) June 1996 - June 2001
Skills
Tax, International Tax, Tax Software, Preparation, GAAP, Sarbanes-Oxley Act, Tax Preparation, Accounting, General Ledger, Financial Reporting, Financial Accounting, Account Reconciliation, QuickBooks, Financial Statements, Income Tax, US GAAP, Corporate Tax
Education
Texas Southern University 1988 — 1992
BBA
The Dynamic Fitness July 2014 - Present
UHY Advisors 2007 - 2010
Nabors Industries June 2001 - March 2006
Service Corporation International (SCI) June 1996 - June 2001
Skills
Tax, International Tax, Tax Software, Preparation, GAAP, Sarbanes-Oxley Act, Tax Preparation, Accounting, General Ledger, Financial Reporting, Financial Accounting, Account Reconciliation, QuickBooks, Financial Statements, Income Tax, US GAAP, Corporate Tax
Education
Texas Southern University 1988 — 1992
BBA
Jamie Gamez's UHY Advisors Experience August 2007 - Present
Job Tax Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors August 2007 - Present
UHY LLP January 2014 - December 2014
Skills
Tax Accounting, Corporate Tax, Financial Reporting
Education
Texas A&M University - Mays Business School 2002 — 2007
Bachelors, Accounting
Texas A&M University - Mays Business School 2002 — 2007
Masters, Finance
BDO USA, LLP December 2014 - Present
UHY Advisors August 2007 - Present
UHY LLP January 2014 - December 2014
Skills
Tax Accounting, Corporate Tax, Financial Reporting
Education
Texas A&M University - Mays Business School 2002 — 2007
Bachelors, Accounting
Texas A&M University - Mays Business School 2002 — 2007
Masters, Finance
Josie Behrend's UHY Advisors Experience November 2000 - June 2004
Job Partner at Padgett, Stratemann & Co., LLP
Industry Accounting
Experience
Padgett, Stratemann & Co., LLP July 2004 - Present
UHY Advisors November 2000 - June 2004
Skills
Nonprofit Tax, Healthcare, Corporate Tax, Partnership Taxation, State and Local Tax, Career Advisor, Technical Writing, Public Speaking, Instructor-led Training, Tax, Small Business, Accounting, CPA, Tax Accounting, Tax Research, Tax Preparation, Income Tax, Tax Advisory
Education
St. Mary's University 1999 — 2000
Master, Accounting
Texas Lutheran 1994 — 1998
Bachelor, Accounting
Padgett, Stratemann & Co., LLP July 2004 - Present
UHY Advisors November 2000 - June 2004
Skills
Nonprofit Tax, Healthcare, Corporate Tax, Partnership Taxation, State and Local Tax, Career Advisor, Technical Writing, Public Speaking, Instructor-led Training, Tax, Small Business, Accounting, CPA, Tax Accounting, Tax Research, Tax Preparation, Income Tax, Tax Advisory
Education
St. Mary's University 1999 — 2000
Master, Accounting
Texas Lutheran 1994 — 1998
Bachelor, Accounting
Kristine Haddock's UHY Advisors Experience July 2012 - May 2014
Job Experienced financial services professional
Industry Oil & Energy
Experience
Expro Americas LLC June 2014 - Present
Expro June 2014 - Present
UHY Advisors July 2012 - May 2014
Talisman Energy USA January 2011 - June 2012
Cemex 2009 - 2009
Petrohawk energy 2005 - 2009
Petrohawk energy 2004 - 2009
Skills
Sarbanes-Oxley Act, Accounting, SEC filings, Financial Reporting, Auditing, Tax Accounting, International Tax, Tax, Financial Analysis, Mergers, Natural Gas, Internal Controls, Energy, General Ledger, Internal Audit, Account Reconciliation, Income Tax, Sarbanes-Oxley, Tax Research, US GAAP
Education
Texas A&M University 1981 — 1985
BBA, Accounting
Texas A&M University 1981 — 1985
BBA, Accounting
Expro Americas LLC June 2014 - Present
Expro June 2014 - Present
UHY Advisors July 2012 - May 2014
Talisman Energy USA January 2011 - June 2012
Cemex 2009 - 2009
Petrohawk energy 2005 - 2009
Petrohawk energy 2004 - 2009
Skills
Sarbanes-Oxley Act, Accounting, SEC filings, Financial Reporting, Auditing, Tax Accounting, International Tax, Tax, Financial Analysis, Mergers, Natural Gas, Internal Controls, Energy, General Ledger, Internal Audit, Account Reconciliation, Income Tax, Sarbanes-Oxley, Tax Research, US GAAP
Education
Texas A&M University 1981 — 1985
BBA, Accounting
Texas A&M University 1981 — 1985
BBA, Accounting
Breneada Frame's UHY Advisors Experience December 2007 - Present
Job Financial & Accounting Consultant at MDI Group
Industry Accounting
Experience
UHY Advisors December 2007 - Present
Financial & Accounting Services May 2007 - September 2007
Caraustar February 2005 - September 2007
International Paper May 2002 - February 2005
International Paper April 1996 - May 2002
International Paper January 1993 - April 1996
International Paper December 1989 - December 1992
Skills
Internal Controls, General Ledger, Budgets, Accounting, Auditing, Financial Reporting, Internal Audit, Accounts Payable, Financial Analysis, Accounts Receivable, Account Reconciliation, Finance, Analysis, Financial Statements, Sarbanes-Oxley
Education
Tennessee State University
Bachelor of Science (BS), Accounting
UHY Advisors December 2007 - Present
Financial & Accounting Services May 2007 - September 2007
Caraustar February 2005 - September 2007
International Paper May 2002 - February 2005
International Paper April 1996 - May 2002
International Paper January 1993 - April 1996
International Paper December 1989 - December 1992
Skills
Internal Controls, General Ledger, Budgets, Accounting, Auditing, Financial Reporting, Internal Audit, Accounts Payable, Financial Analysis, Accounts Receivable, Account Reconciliation, Finance, Analysis, Financial Statements, Sarbanes-Oxley
Education
Tennessee State University
Bachelor of Science (BS), Accounting
STACY (WINKLER) DRAPER's UHY Advisors Experience January 2009 - Present
Job Staff Tax Accountant at UHY Advisors
Industry Accounting
Experience
UHY Advisors January 2009 - Present
UHY Advisors January 2009 - Present
Regions Bank September 2004 - July 2008
Education
Southern Illinois University, Edwardsville 2006 — 2008
Master's degree, Accounting
UHY Advisors January 2009 - Present
UHY Advisors January 2009 - Present
Regions Bank September 2004 - July 2008
Education
Southern Illinois University, Edwardsville 2006 — 2008
Master's degree, Accounting
Kyle Shatara, CPA's UHY Advisors Experience January 2010 - April 2010
Job
Industry Accounting
Experience
Pete's Heating & Cooling April 2011 - December 2012
Kaplan, Katzman, Klein, & Koterba, P.C. February 2011 - April 2011
UHY Advisors January 2010 - April 2010
Belle Tire July 2003 - December 2009
UHY Advisors January 2009 - March 2009
Skills
Inventory Management, Financial Reporting, Microsoft Excel, Accounting, GAAP, QuickBooks, Auditing, Financial Accounting, Outlook, Microsoft Word, Tax, Tax Preparation, CPA, Financial Analysis, General Ledger, Forecasting
Education
Walsh College 2008 — 2009
MBA, Finance
Walsh College of Accountancy and Business Administration 2007 — 2008
BACCT, Accounting
Schoolcraft College 2003 — 2006
Associates, Liberal Arts
Pete's Heating & Cooling April 2011 - December 2012
Kaplan, Katzman, Klein, & Koterba, P.C. February 2011 - April 2011
UHY Advisors January 2010 - April 2010
Belle Tire July 2003 - December 2009
UHY Advisors January 2009 - March 2009
Skills
Inventory Management, Financial Reporting, Microsoft Excel, Accounting, GAAP, QuickBooks, Auditing, Financial Accounting, Outlook, Microsoft Word, Tax, Tax Preparation, CPA, Financial Analysis, General Ledger, Forecasting
Education
Walsh College 2008 — 2009
MBA, Finance
Walsh College of Accountancy and Business Administration 2007 — 2008
BACCT, Accounting
Schoolcraft College 2003 — 2006
Associates, Liberal Arts
Sukaina Rashid, CA, MBA's UHY Advisors Experience 2008 - June 2011
Job Director, Learning Centre Operations at CA School of Business
Industry Accounting
Experience
CA School of Business June 2011 - Present
UHY Advisors 2008 - June 2011
WorkSafeBC April 2005 - July 2008
Grant Thornton September 2001 - July 2006
Skills
Internal Controls, IFRS, Accounting, Financial Reporting, Accounting Consulting, Financial Accounting, GAAP, Auditing, Corporate Tax, Internal Audit, Tax, Financial Statements, Income Tax, Sarbanes-Oxley Act, Assurance, Financial Analysis
Education
Simon Fraser University 2008 — 2010
MBA
CA School of Business 2002 — 2004
CA, Accounting
CA School of Business June 2011 - Present
UHY Advisors 2008 - June 2011
WorkSafeBC April 2005 - July 2008
Grant Thornton September 2001 - July 2006
Skills
Internal Controls, IFRS, Accounting, Financial Reporting, Accounting Consulting, Financial Accounting, GAAP, Auditing, Corporate Tax, Internal Audit, Tax, Financial Statements, Income Tax, Sarbanes-Oxley Act, Assurance, Financial Analysis
Education
Simon Fraser University 2008 — 2010
MBA
CA School of Business 2002 — 2004
CA, Accounting
Anthony Gamez's UHY Advisors Experience January 2013 - November 2014
Job Tax Senior Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors January 2013 - November 2014
UHY Advisors January 2010 - December 2012
UHY LLP June 2008 - December 2009
UHY Advisors August 2007 - June 2008
Skills
CPA, Tax, Financial Reporting, Accounting, Corporate Tax, Tax Research, Tax Accounting, Income Tax
Education
Texas A&M University - Mays Business School 2006 — 2007
Masters, Finance
Texas A&M University - Mays Business School 2002 — 2006
Bachelors, Accounting
BDO USA, LLP December 2014 - Present
UHY Advisors January 2013 - November 2014
UHY Advisors January 2010 - December 2012
UHY LLP June 2008 - December 2009
UHY Advisors August 2007 - June 2008
Skills
CPA, Tax, Financial Reporting, Accounting, Corporate Tax, Tax Research, Tax Accounting, Income Tax
Education
Texas A&M University - Mays Business School 2006 — 2007
Masters, Finance
Texas A&M University - Mays Business School 2002 — 2006
Bachelors, Accounting
Jeffrey Pierson's UHY Advisors Experience July 2008 - February 2012
Job Senior Tax Accountant at McGladrey
Industry Accounting
Experience
McGladrey May 2014 - Present
Core Laboratories February 2012 - April 2014
UHY Advisors July 2008 - February 2012
Education
Texas A&M University 2003 — 2008
BBA, MS, Accounting
McGladrey May 2014 - Present
Core Laboratories February 2012 - April 2014
UHY Advisors July 2008 - February 2012
Education
Texas A&M University 2003 — 2008
BBA, MS, Accounting
Ryan Hodson's UHY Advisors Experience May 2007 - January 2008
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Houston Landscapes Unlimited August 2009 - February 2010
Houston Landscapes Unlimited August 2009 - February 2010
UHY Advisors May 2007 - January 2008
Texas, LLC June 2005 - January 2008
Texas, LLC June 2005 - January 2008
UHY Advisors May 2007 - December 2007
UHY Advisors May 2006 - January 2007
UHY Advisors June 2005 - August 2005
Education
Texas Tech University 2005 — 2009
Public Relations, Public Relations, English
Houston Landscapes Unlimited August 2009 - February 2010
Houston Landscapes Unlimited August 2009 - February 2010
UHY Advisors May 2007 - January 2008
Texas, LLC June 2005 - January 2008
Texas, LLC June 2005 - January 2008
UHY Advisors May 2007 - December 2007
UHY Advisors May 2006 - January 2007
UHY Advisors June 2005 - August 2005
Education
Texas Tech University 2005 — 2009
Public Relations, Public Relations, English
Jesse Daves's UHY Advisors Experience February 2010 - November 2014
Job Forensic Accounting and Fraud Investigation at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors February 2010 - November 2014
Compton & Wendler - Houston, Texas May 2002 - February 2010
PricewaterhouseCoopers - Zurich, Switzerland January 2000 - April 2002
Arthur Andersen - Dallas, Texas September 1996 - December 1999
Skills
Fraud, Forensic Accounting, CPA, Litigation, Commercial Litigation, Accounting, Due Diligence, Internal Audit, Mergers & Acquisitions, Forensic Analysis, Internal Investigations, Auditing, Bankruptcy
Education
Texas A&M University 1992 — 1996
B.B.A., Accounting
BDO USA, LLP December 2014 - Present
UHY Advisors February 2010 - November 2014
Compton & Wendler - Houston, Texas May 2002 - February 2010
PricewaterhouseCoopers - Zurich, Switzerland January 2000 - April 2002
Arthur Andersen - Dallas, Texas September 1996 - December 1999
Skills
Fraud, Forensic Accounting, CPA, Litigation, Commercial Litigation, Accounting, Due Diligence, Internal Audit, Mergers & Acquisitions, Forensic Analysis, Internal Investigations, Auditing, Bankruptcy
Education
Texas A&M University 1992 — 1996
B.B.A., Accounting
David DuMay's UHY Advisors Experience May 2008 - Present
Job Senior Manager at BDO USA, LLP
Industry Management Consulting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors May 2008 - Present
De Bellas & Company June 2005 - April 2008
American Ref-Fuel Company 2003 - 2005
Skills
Business Valuation, Valuation, Mergers & Acquisitions, Finance, Purchase Price..., Analysis, Due Diligence, Financial Reporting, Financial Modeling, Financial Analysis, SEC filings
Education
Texas State University
Bachelor of Business Administration (BBA), Finance, General
University of Houston
Master of Business Administration (MBA), Finance, General
BDO USA, LLP December 2014 - Present
UHY Advisors May 2008 - Present
De Bellas & Company June 2005 - April 2008
American Ref-Fuel Company 2003 - 2005
Skills
Business Valuation, Valuation, Mergers & Acquisitions, Finance, Purchase Price..., Analysis, Due Diligence, Financial Reporting, Financial Modeling, Financial Analysis, SEC filings
Education
Texas State University
Bachelor of Business Administration (BBA), Finance, General
University of Houston
Master of Business Administration (MBA), Finance, General
Amanda Schoolcraft's UHY Advisors Experience August 2011 - June 2013
Job Analyst II at Plains All American
Industry Accounting
Experience
Plains All American September 2013 - Present
UHY Advisors August 2011 - June 2013
University of Houston-Clear Lake August 2010 - May 2011
ILC Dover March 2006 - January 2007
ILC Dover April 2001 - March 2006
Skills
Access, Leadership, Budgets, Microsoft Office, QuickBooks, Microsoft Word, Time Management, Microsoft Excel, Program Management, Accounting
Education
University of Houston-Clear Lake 2008 — 2011
B.S. / Master of Science, Professional Accounting
San Jacinto College
Associate of Arts, Business Management
Plains All American September 2013 - Present
UHY Advisors August 2011 - June 2013
University of Houston-Clear Lake August 2010 - May 2011
ILC Dover March 2006 - January 2007
ILC Dover April 2001 - March 2006
Skills
Access, Leadership, Budgets, Microsoft Office, QuickBooks, Microsoft Word, Time Management, Microsoft Excel, Program Management, Accounting
Education
University of Houston-Clear Lake 2008 — 2011
B.S. / Master of Science, Professional Accounting
San Jacinto College
Associate of Arts, Business Management
Patrik Patel's UHY Advisors Experience January 2006 - November 2010
Job Senior Auditor at The McClatchy Company
Industry Accounting
Experience
The McClatchy Company October 2011 - Present
Litton April 2011 - September 2011
UHY Advisors January 2006 - November 2010
Skills
US GAAP, Internal Audit, Process Improvement, Sarbanes-Oxley, External Audit, Internal Controls
Education
University of Houston, C.T. Bauer College of Business 2005 — 2007
Bachelor of Business Administration (BBA), Accounting
Texas A&M University 2001 — 2004
B.S., Political Science
The McClatchy Company October 2011 - Present
Litton April 2011 - September 2011
UHY Advisors January 2006 - November 2010
Skills
US GAAP, Internal Audit, Process Improvement, Sarbanes-Oxley, External Audit, Internal Controls
Education
University of Houston, C.T. Bauer College of Business 2005 — 2007
Bachelor of Business Administration (BBA), Accounting
Texas A&M University 2001 — 2004
B.S., Political Science
Brook Fowler's UHY Advisors Experience September 1999 - June 2007
Job Sr Manager at Calpine
Industry Accounting
Experience
Calpine September 2014 - Present
Brook Fowler, CPA February 2013 - September 2014
Opportune LLP July 2010 - June 2012
El Paso June 2007 - June 2010
UHY Advisors September 1999 - June 2007
PricewaterhouseCoopers January 1999 - September 1999
Coastal Corporation (Merged to El Paso Corporation) June 1996 - January 1999
Schulse Hartwig Richter & Co (Merged to UHY Advisors) February 1995 - June 1996
Wade & Company May 1993 - February 1995
Skills
Tax Return Consolidation, Federal Income Tax..., Tax, Natural Gas, Accounting, Management Consulting, Financial Analysis, Energy, Process Improvement, GAAP, Business Analysis, Consolidation, Income Tax, Fixed Assets, Tax Returns, Budgets, Audit Response, Oil & Gas Industry, Corptax, Project Management, Tax Preparation, Corporate Tax, Financial Audits
Education
Texas State University-San Marcos 1989 — 1993
BBA, Accounting
Calpine September 2014 - Present
Brook Fowler, CPA February 2013 - September 2014
Opportune LLP July 2010 - June 2012
El Paso June 2007 - June 2010
UHY Advisors September 1999 - June 2007
PricewaterhouseCoopers January 1999 - September 1999
Coastal Corporation (Merged to El Paso Corporation) June 1996 - January 1999
Schulse Hartwig Richter & Co (Merged to UHY Advisors) February 1995 - June 1996
Wade & Company May 1993 - February 1995
Skills
Tax Return Consolidation, Federal Income Tax..., Tax, Natural Gas, Accounting, Management Consulting, Financial Analysis, Energy, Process Improvement, GAAP, Business Analysis, Consolidation, Income Tax, Fixed Assets, Tax Returns, Budgets, Audit Response, Oil & Gas Industry, Corptax, Project Management, Tax Preparation, Corporate Tax, Financial Audits
Education
Texas State University-San Marcos 1989 — 1993
BBA, Accounting
Neely Roper's UHY Advisors Experience June 2009 - January 2010
Job Controller at TLC Office Systems
Industry Accounting
Experience
TLC Office Systems October 2014 - Present
Phoenix Technology Services USA Inc September 2011 - September 2014
Link Hospital and Healthcare Professionals February 2010 - February 2011
UHY Advisors June 2009 - January 2010
Arnold Itkin, LLP January 2008 - April 2009
Link Project Services March 2002 - December 2007
Skills
Financial Reporting, Variance Analysis
Education
Sam Houston State University 1986 — 1990
BBA, Finance
TLC Office Systems October 2014 - Present
Phoenix Technology Services USA Inc September 2011 - September 2014
Link Hospital and Healthcare Professionals February 2010 - February 2011
UHY Advisors June 2009 - January 2010
Arnold Itkin, LLP January 2008 - April 2009
Link Project Services March 2002 - December 2007
Skills
Financial Reporting, Variance Analysis
Education
Sam Houston State University 1986 — 1990
BBA, Finance
Richard Schneider's UHY Advisors Experience October 2005 - June 2013
Job Controller
Industry Accounting
Experience
Prince Minerals Inc June 2013 - February 2015
UHY Advisors October 2005 - June 2013
Deloitte September 2002 - October 2005
Skills
Auditing, SEC filings, US GAAP, CPA, Financial Reporting, GAAP, Due Diligence, Cash Flow, Mergers, Sarbanes-Oxley Act, Sarbanes-Oxley, SEC Filings, Internal Controls, Financial Analysis, Accounting, External Audit, Financial Accounting
Education
Stephen F. Austin State University 1997 — 2002
BBA & MPA, Business & Accounting
Prince Minerals Inc June 2013 - February 2015
UHY Advisors October 2005 - June 2013
Deloitte September 2002 - October 2005
Skills
Auditing, SEC filings, US GAAP, CPA, Financial Reporting, GAAP, Due Diligence, Cash Flow, Mergers, Sarbanes-Oxley Act, Sarbanes-Oxley, SEC Filings, Internal Controls, Financial Analysis, Accounting, External Audit, Financial Accounting
Education
Stephen F. Austin State University 1997 — 2002
BBA & MPA, Business & Accounting
Shirley Wilson's UHY Advisors Experience February 2005 - September 2006
Job Executive Assistant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank December 2006 - Present
UHY Advisors February 2005 - September 2006
Vaughn Construction October 2003 - July 2004
J.P. Morgan April 1998 - February 2001
J.P. Morgan July 1992 - April 1998
J.P. Morgan March 1986 - July 1992
Skills
Administrative..., Marketing, Communication, Event Planning, Project Management, Business Development, Client Relations Skills, Investments, Proposal Writing, Budget Monitoring, Sales Support Tools, Treasury Management, Management Reporting, Management, Time Management, Marketing Communications, Client Relations, Risk Management
Education
University of Houston-Clear Lake 2001 — 2003
Bachelor of Arts (B.A.), Communication, General, 3.9
San Jacinto College 1996 — 1999
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.8
Wells Fargo Bank December 2006 - Present
UHY Advisors February 2005 - September 2006
Vaughn Construction October 2003 - July 2004
J.P. Morgan April 1998 - February 2001
J.P. Morgan July 1992 - April 1998
J.P. Morgan March 1986 - July 1992
Skills
Administrative..., Marketing, Communication, Event Planning, Project Management, Business Development, Client Relations Skills, Investments, Proposal Writing, Budget Monitoring, Sales Support Tools, Treasury Management, Management Reporting, Management, Time Management, Marketing Communications, Client Relations, Risk Management
Education
University of Houston-Clear Lake 2001 — 2003
Bachelor of Arts (B.A.), Communication, General, 3.9
San Jacinto College 1996 — 1999
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.8
Timothy Matthews's UHY Advisors Experience January 2005 - October 2010
Job Internal Control & Financial Analyst at Xylem Inc.
Industry Accounting
Experience
Xylem Inc. April 2012 - Present
Lowe's Companies April 2011 - April 2012
LarsonAllen November 2010 - April 2011
UHY Advisors January 2005 - October 2010
Education
Siena College 2000 — 2004
BBA, Accounting
Xylem Inc. April 2012 - Present
Lowe's Companies April 2011 - April 2012
LarsonAllen November 2010 - April 2011
UHY Advisors January 2005 - October 2010
Education
Siena College 2000 — 2004
BBA, Accounting
Robert Billings's UHY Advisors Experience September 2013 - November 2014
Job Senior Assurance Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors September 2013 - November 2014
Office Depot January 2008 - November 2011
Skills
SAP, Microsoft Excel, Accounting, Financial Reporting, Internal Controls, Auditing, Financial Accounting, General Ledger, Financial Analysis, Account Reconciliation, Forecasting, Accounts Payable, QuickBooks, Tax, Accounts Receivable, Cash Flow, Managerial Finance
Education
Sam Houston State University 2012 — 2013
Master of Business Administration (MBA), Accounting
Sam Houston State University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
BDO USA, LLP December 2014 - Present
UHY Advisors September 2013 - November 2014
Office Depot January 2008 - November 2011
Skills
SAP, Microsoft Excel, Accounting, Financial Reporting, Internal Controls, Auditing, Financial Accounting, General Ledger, Financial Analysis, Account Reconciliation, Forecasting, Accounts Payable, QuickBooks, Tax, Accounts Receivable, Cash Flow, Managerial Finance
Education
Sam Houston State University 2012 — 2013
Master of Business Administration (MBA), Accounting
Sam Houston State University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Owen McCabe's UHY Advisors Experience May 2012 - Present
Job Senior Staff ABAS at UHY LLP
Industry Accounting
Experience
UHY Advisors May 2012 - Present
UHY LLP September 2011 - May 2012
Education
University of Houston 2010 — 2011
Masters of Science, Accounting
Texas A&M University 2005 — 2009
BBA, Accounting
UHY Advisors May 2012 - Present
UHY LLP September 2011 - May 2012
Education
University of Houston 2010 — 2011
Masters of Science, Accounting
Texas A&M University 2005 — 2009
BBA, Accounting
Craig A Miller's UHY Advisors Experience February 2007 - February 2008
Job Professional
Industry Accounting
Experience
BDO USA, LLP February 2011 - November 2011
Putnam Investments March 2008 - September 2010
UHY Advisors February 2007 - February 2008
PwC August 2005 - January 2007
Ernst & Young January 2005 - July 2005
PwC June 2004 - August 2004
Education
Suffolk University 2004 — 2005
Master of Science (M.S.), Taxation
Suffolk University 1998 — 2002
BSBA, Accounting and Finance
BDO USA, LLP February 2011 - November 2011
Putnam Investments March 2008 - September 2010
UHY Advisors February 2007 - February 2008
PwC August 2005 - January 2007
Ernst & Young January 2005 - July 2005
PwC June 2004 - August 2004
Education
Suffolk University 2004 — 2005
Master of Science (M.S.), Taxation
Suffolk University 1998 — 2002
BSBA, Accounting and Finance
Daniel Wells's UHY Advisors Experience September 2009 - July 2012
Job FAAS Senior at EY
Industry Accounting
Experience
EY August 2014 - Present
Industrial Income Trust July 2012 - August 2014
UHY Advisors September 2009 - July 2012
Skills
Auditing, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Windows, Financial Reporting, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Internal Controls, GAAP, Sarbanes-Oxley, SEC filings
Education
Texas A&M University 2008 — 2009
MS, Accounting
Texas A&M University 2004 — 2008
BBA, Accounting
EY August 2014 - Present
Industrial Income Trust July 2012 - August 2014
UHY Advisors September 2009 - July 2012
Skills
Auditing, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Windows, Financial Reporting, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Internal Controls, GAAP, Sarbanes-Oxley, SEC filings
Education
Texas A&M University 2008 — 2009
MS, Accounting
Texas A&M University 2004 — 2008
BBA, Accounting
Sophia Hu's UHY Advisors Experience August 2007 - May 2008
Job
Industry Telecommunications
Experience
vCom Solutions, Inc. September 2014 - Present
Discover Books August 2013 - March 2014
Stryker Neurovascular-Concentric Medical October 2012 - June 2013
Solar Millennium / Solar Trust of America Development / CA Solar 10 LLC July 2010 - January 2012
ShenWei USA February 2009 - July 2010
UHY Advisors August 2007 - May 2008
Brown & Brown LLP (CPA firm, Merged to UHY Advisors in 2007) May 2005 - July 2007
Skills
Accounting, Internal Controls, Financial Reporting, Fixed Assets, Financial Analysis, QuickBooks, General Ledger, Financial Accounting, Cash Flow, Finance, Revenue Recognition, GAAP, Budgets, US GAAP, Microsoft Office, Account Reconciliation, FASB, SAP ERP, QAD
Education
Suffolk University
Master of Science, Accounting
vCom Solutions, Inc. September 2014 - Present
Discover Books August 2013 - March 2014
Stryker Neurovascular-Concentric Medical October 2012 - June 2013
Solar Millennium / Solar Trust of America Development / CA Solar 10 LLC July 2010 - January 2012
ShenWei USA February 2009 - July 2010
UHY Advisors August 2007 - May 2008
Brown & Brown LLP (CPA firm, Merged to UHY Advisors in 2007) May 2005 - July 2007
Skills
Accounting, Internal Controls, Financial Reporting, Fixed Assets, Financial Analysis, QuickBooks, General Ledger, Financial Accounting, Cash Flow, Finance, Revenue Recognition, GAAP, Budgets, US GAAP, Microsoft Office, Account Reconciliation, FASB, SAP ERP, QAD
Education
Suffolk University
Master of Science, Accounting